Confidencial Documentation

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Getting Started
General
Web App
Desktop App
Microsoft Office Add-ins
Advanced Features
How to Use Secure Document Request (SDR)
Secure Document Send
Cloud Protector
- Connecting a Microsoft OneDrive Data Source in Cloud Protector
- Connecting an AWS S3 Data Source to Cloud Protector
Enterprise Deployment
Organization Administration
Command-Line Interface (CLI)
Software Development Kit (SDK)
Contact Us
System Requirements
Legal/Licensing
How to Access Confidencial Documents for First Time Recipients

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Opening the task pane in Word, Excel, and PowerPoint
Opening the task pane in Outlook

Microsoft Office Add-ins

Opening the task pane

PreviousInstalling the Microsoft Office add-ins NextLogging in from an Office application

Last updated 29 days ago

ℹ️ These instructions assume you have already

Opening the task pane in Word, Excel, and PowerPoint

In Word, Excel, and PowerPoint, click Confidencial in the Home ribbon

✅ This will open the Confidencial task pane

Opening the task pane in Outlook

In Outlook, click Confidencial in the main toolbar

✅ This will open the Confidencial task pane

⚠️ If the Confidencial button is disabled, make sure you have an email message selected such that the message is displayed in the message preview pane. If an email is displayed in the message preview pane and the Confidencial is still disabled, then you are not using an email service that is compatible with Microsoft Office add-ins. See for information about support email account types.

Installing Confidencial for Outlook

installed the Confidencial Office add-ins

Opening the task pane in Word, Excel, and PowerPoint

Opening the task pane in Outlook