SafeSend Exchange Suite version only. |
Many of the functions that can be performed online can also be performed in the Outlook® plugin.
Important
The Reading Pane must be enabled in Outlook® to view the plugin.
More Options Menu
From this menu, you can access your different mailboxes, access your files, unlock access links, and access Admin Settings.
- Click the SafeSend Exchange plugin in the Home ribbon of Outlook®.
- The Inbox displays by default.
- Click View Inbox to view another user's inbox.
- Click the green More menu.
- Click Inbox to view items in your inbox.
- Click Sent to view items in your sent box.
- Click Spam to view items in your spam box.
- Click Request Documents to view your requested documents.
- Click My Files to view your saved documents.
- Click Unlock to unlock access links for clients.
- Click Admin Settings to open your firm settings (only available for System Administrators).
- Click Help to be directed to the main page of the SafeSend Exchange help center.
View and Download
Mailboxes
- Select a Mailbox (Inbox, Sent, or Spam) as outlined above.
- Click a message to view it.
- Click the Delete icon to delete the message.
- Deleted messages and documents cannot be retrieved.
- Click the Download icon to download all attached documents into a .ZIP file.
- Click the More menu.
- Select to reply, reply all, or forward the message.
- Click the document to download that document only.
Mailbox Options
Select a Mailbox (Inbox, Sent, or Spam) as outlined above. Messages can be deleted or moved to a folder.
- Select a Mailbox (Inbox, Sent, or Spam) as outlined above.
- Click the checkbox to the left of the message.
- Click the Delete icon to delete the message.
- Deleted messages and documents cannot be retrieved.
- Click the Folder icon to move the message to a folder.
Document Requests
- Select Request Documents as outlined above.
- Click a message to view it.
- Click the Delete icon to delete the document request.
- Deleted messages and documents cannot be retrieved.
- Click the clock icon to change the Retention Period for the document.
- Click the bell to send a Reminder to the taxpayer.
- Click the Download icon to download all attached documents into a .ZIP file.
- Click Preview to view the document.
- Available for PDF documents only.
- Click the Download icon to download that document only.
- Click the Delete icon to delete that document only.
- Click the plus icon to Request More documents from the taxpayer.
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