Secure activation
New users get an activation email with step-by-step setup, a QR code for their authenticator app, and their username.
Workflow management
Assign the work. Track it to done. Keep the record.
CMS carries a task from request to completion. You assign it, the other party finishes it in the Secure Mailbox, and you review it and mark it complete. Messages, files and tasks stay together in CMS.
Task assignment
Send work to anyone in your network and follow it to completion.
Hand a Form Application, a Dynamic Report or an Exam to someone at any company in your network. They receive it by secure email and finish it in the Secure Mailbox.
Exams work the same way. The examined company answers questions and uploads requested documents in the Secure Mailbox, and you review with the full management view.
1
Open the Dashboard
Under What would you like to do?, pick Assign a Task.
2
Follow the four-step wizard
Choose the tasks (one message can carry several), the assignee and a due date.
3
Decide whether you review it
Tick Require my review to sign off before the task counts as complete.
4
Send
The assignee gets a secure email with a link straight to the work.
How a task travels
From request to done, in one place.
The assignee works in the Secure Mailbox. If you asked for a review, the task waits for your sign-off. Otherwise it moves straight to Completed.
- 1Assign a TaskDashboard wizard
- 2Secure emailLink to the work
- 3Assignee worksin the Secure Mailbox
- 4Your reviewMark as CompletedWhen you tick “Require my review”
- ✓CompletedIn Assigned Tasks
Illustration of how an assigned task travels.
Keep track
See every task and where it stands.
- Assigned Tasks puts your work on one screen with four views: Assigned by Me, Assigned to Me, Shared with Me and Company.
- Sort and filter any column. “Overdue, assigned by me” is two clicks away.
- Open Tasks on the Dashboard shows what is still open, saved or waiting for your review. Click a count to jump to that list.
- Share a task with a colleague so someone can cover for you, read-only or with full control.
- Due dates appear on the Calendar in orange, with overdue tasks flagged. Click one to open it in the Secure Mailbox.
Mon
Board meetingTue
Policy review dueTeam trainingWed
Audit prepThu
Vendor form due OverdueFri
Exam answers due- Events
- Task due dates
- Overdue task
Secure email
Messages, files and tasks in one secure place.
The CMS Secure Mailbox is the main mailbox. Messages, attachments, records and tasks travel inside CMS, behind the same sign-in and two-factor check, instead of in ordinary email.
- Click Mailbox in the sidebar. It opens in its own window, so you can keep working in CMS beside it.
- Follow the whole conversation. Replies show the earlier messages, their attachments and any tasks they carried, with live status.
- Attach files and search. Add up to 10 files per message (25 MB), and search by subject, sender or company.
- Archive a whole thread in one click, or just the one message.
- Work with exams in the mailbox. Print to PDF, Heatmap Report and Exam Zip are in the exam's Actions menu.
- Clear notices. Every secure email notice shows the message, the sender's name and company, the CMS logo, and a “Do not reply” line, so recipients know to answer in the mailbox.
CMS Secure MailboxLogged in as: Pat Lee
InboxSentArchived✉ New
Exam remediation Tasks pending
Dana Ross (Acme Bank) · 11/10/2026Policy review Tasks completed
Lee Park (Riverside CU) · 11/09/2026Vendor form request
Sam Ortiz (Northwind) · 11/07/2026Exam remediation
Dana Ross (Acme Bank) · 11/10/2026 9:14 AMPlease complete the tasks below by Friday. Thank you!
Form Application RecordNew record – not saved yet
OpenExam: IT ReviewAnswer questions and upload documents
OpenCMS Secure Email · Confidential – intended only for the named recipient(s).
For administrators
Easier onboarding for new Secure Mailbox users.
Personal welcome emails
Invitations name the person who added you and their company, so new users know who invited them.
Reset Secure Email Setup
If a user loses their phone or their setup, open Edit User and choose Reset. Their next secure email walks them through activation again. Their password is not touched.
See the workflow in a demo.
We can walk through assigning a task, working it in the Secure Mailbox and reviewing it to completion.