SafeSend Exchange Suite version only. |
Your firm will provide a drop off link you can use to securely upload and deliver documents to them. The document transfer is fully encrypted and safe to use.
Please note:
The maximum amount of data that can be sent via a drop off link is 3GB.
- Click the drop off link provided by the firm.
- Enter your Email address.
- Enter your First Name.
- Enter your Last Name.
- Click the Remember Me checkbox to have your email address and name auto-populate the next time you use a drop off link.
- Ensure the document is being sent to the correct Recipient.
- Click the recipient field to select a different recipient.
- Type a Subject for the message.
- Type a Body for the message.
- Click Attach to select the document(s) to upload.
- Click Send to generate an Access Code.
- Enter the access code sent to your email address.
- Click Continue to send the document(s) to the firm.
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