U.S.

Bank Secure Email - Quick start guide

Welcome to the U.S. Bank Secure Email Service

As an additional safeguard, when transmitting confidential information electronically, U.S. Bank has
partnered with Cisco to leverage their secure email solution, Cisco Registered Envelope Service (CRES).
This guide will show you the steps for opening a Registered Envelope for the first time. The steps and
supporting graphics demonstrate a typical scenario for a first-time recipient. Some of the steps may vary,
depending on your circumstances.
Note: These steps apply to first-time recipients only. After you enroll with the U.S. Bank Registered En-
velope Service, you can simply use your password to open envelopes from any sender. If you are
already a registered user of CRES, you may use your existing credentials to access email sent from U.S.
Bank.

Step 1: Save the encrypted message file attachment to your hard drive

You will see a dialog box. Click

Save to save the attachment to
your hard drive.
Note: The appearance of the
dialog box will vary depending on
your email provider.
 U.S. Bank Secure Email - Quick start guide (continued)

Step 2: Open the attached file in a web browser

Open the attached file (securedoc_date_time.html where date and time represent the time stamp
appended at the time the mail was sent) in a web browser, such as Internet Explorer or Mozilla Firefox.
The registered envelope is displayed.

Step 3: Click the Register button to enroll with the service

Click the Register button on the Registered Envelope to enroll with Cisco Registered Envelope Service.
The New User Registration page displays.

Note: If accessing from a corporate

email account, your company may have
configured single-sign-on (SAML)
authentication for you to use with the
Cisco Registered Envelope Service. In
this case, the new user registration is a
shortened registration and only requests
that you enter the portal Language, First
Name, and Last Name. Personal
security phrases are not required for
SAML authentication. Please contact
your company’s support group to see if
SAML is available to you.
 U.S. Bank Secure Email - Quick start guide (continued)

New User Registration form with CRES Authentication

The table below describes the information required on the CRES Registration page.

Field Value
Language Optional. Select a language for your CRES account from the
dropdown menu. By default, the registration page will appear in
English, but you can choose from English, French, German, Spanish,
Portuguese, or Japanese.

First Name Required. Enter your first name or the first name of the CRES
user account.

Last Name Required. Enter your last name or the last name of the CRES user
account.

Password Required. Enter a password for the account. (The password

should be at least six characters long, and it should contain both num-
bers and letters).

Note: If you forget your password, you can reset it by providing

correct answers to the security questions. If your company has
configured a single-sign-on (SAML) login for you to use with the Cisco
Registered Envelope Service, you will need to contact your
company’s support group to obtain or reset your password.
 U.S. Bank Secure Email - Quick start guide (continued)

Field Value
Personal Security Phrase Required. Enter a personal security phrase. A Personal Security
Phrase helps protect you from password phishing threats. During
registration, you can specify a short Personal Security Phrase that is
known only to you and the service. The Personal Security Phrase
appears when you click the password field on Registered Envelopes
that you receive. If you do not see your Personal Security Phrase,
click the "More Info" link for additional information.

Note: If you have not selected ‘Remember me on this computer,’

then the Personal Security Phrase will not be displayed.

Enable Personal Security Phrase Optional. Select this checkbox to enable your Personal Security
Phrase.

Security Questions Required. Select three security questions, enter and confirm
your answers to the questions. These security questions are used to
reset your password if your forget it.

Complete the online registration form and click the Register button at the bottom
of the page to create a user account. After doing so, the following confirmation
page is displayed.

Note: You may need to set up more than one user account if you receive
Registered Envelopes at multiple email addresses. You need a separate user
account for each email address.
 U.S. Bank Secure Email - Quick start guide (continued)

Step 4: Activate your Cisco Registered Envelope Service account

Check your email for an activation message from the service. The headline in your email will look similar to
this:

If the email is not in your inbox, check the spam or junk email folder in case the activation message was
filtered. The following example shows a typical activation message.

In the activation message, click the link to activate your user account.
The following confirmation page is displayed.

Step 5: View the Registered Envelope again and enter your password
Return to the Registered Envelope. The Register button is replaced with an Open button. Enter the pass-
word for your Cisco Registered Envelope Service user account and click the Open button.
 U.S. Bank Secure Email - Quick start guide (continued)

CRES recipient support

CRES recipient support is available 24 hours a day on weekdays. The CRES support team’s Service
Level Objective (SLO) is to provide a written response to recipients within 24 hours.
For the best support experience possible we recommend that you first check the FAQ page to find your
answer. If you cannot resolve the issue using the FAQ page you should send contact CRES support. If
your issue is urgent, obtain support via Instant Messenger or if non urgent, send an email to CRES
Support. You should follow these three simple guidelines for getting CRES end-user support:

1. First, use the ‘Frequently Asked Questions’ webpage - This FAQ webpage has been
created to help you solve common registration and envelope opening questions. The URL is:
http://res.cisco.com/websafe/help?topic=FAQ
2. Second, contact CRES Recipient Support via email - Any issue that is not resolved by the
CRES FAQ page should be emailed to CRES support (mailto:[email protected]). You
can expect to receive a response within 24 business hours of submitting your email.
3. Between the hours of 6 a.m. and 6 p.m. PST you can also obtain support via Instant
Messenger by accessing the Instant Messenger Chat link available at: https://res.cisco.com/
websafe/help?topic=ContactSupport.