Composing a New Secure Message From the Outlook® Plug-In

SafeSend Exchange Suite version only.

Secure messages can be sent to any email address from Outlook® using the SafeSend Exchange plug-in. You can enter a message for the recipient and choose the authentication method required (if firm settings allow). To send a message from your online account, see the Composing a New Secure Message Online article. 

Please note:

You must have installed the SafeSend Exchange Outlook® Plugin to send a secure message. See the Download and Install the Outlook® Plug-In article for installation steps. 

1.  Click New Email in Outlook®.
2. Click Send from the SafeSend Exchange Plugin in the top right corner. 
3. Click to open a file browser or drag/drop files to upload.  
4. Click Continue.
5. Enter recipient email addresses in the To field. 
6. Enter a Subject Line for the message. 
   • Exchange automatically adds the recipient and subject line to the Outlook® email. 
7. Enter a Message. 
8. Click the Shield icon to change the authentication method. 
9. Click the Retention Period drop-down to change the expiration date for the mail. 
10. Click the Email me when files are downloaded box to receive an email when the client downloads their documents. 
11. Click Finish.
12. Select an authentication question if the Question and Answer authentication method was selected. 
13. Enter an answer to the question if the Question and Answer authentication method was selected. 
14. Click Next to add a link to your email template.
15. Click Send in Outlook® to deliver the secure mail to your intended recipient.