Mailbox

The Mailbox section functions like the mailboxes in a standard email service.  You can view sent and received messages as well as download documents. Items stay in these folders until they are deleted or expired. 

Inbox

When a client sends you documents using your drop-off link, the document and message appear in your Inbox or Spam folder. To access the message: 

1. Select Inbox. 
2. Click the Arrow to expand the message and view forwards/replies OR
3. Click the Checkbox on the message to perform actions. 

Once the checkbox is selected, you have several options for what to do with the message. 

1. Click the trash can icon to Delete the message. 
   • Once a message is deleted, it can not be restored. 
2. Click the folder icon to Move the message to a different folder. 
3. Search the Inbox by Name, Email, or Subject. 
4. Click the Sort icon to sort the inbox alphabetically or by date received. 
5. Click each file name in the message to Download the file OR
6. Click the Download All icon to download all the attached documents into a .ZIP file
7. Click the Print icon to print the body of message to a PDF. 
8. Click Quick Reply to send a message to the sender. 
   • Quick replies do not require authentication on the recipient side. 
   • Quick replies cannot include attachments. 
9. Click the Reply, Reply All, or Forward icon to reply to or forward the item. 

Drafts

When composing messages, you can save them as a draft. See the Composing a New Secure Message article for more information about this feature. 

Sent

When you send a message to a client, it appears in your Sent folder. The Sent folder allows you to delete messages like you can from the Inbox. You also have the option to resend the access link to the client or cancel the transfer.

Resend Access Link

1. Select Sent. 
2. Select the message. 
3. Click the Envelope icon to resend the access link to the recipient. 

Cancel Transfer 

If you need to completely remove a transfer or file from the system in order to prevent access to a link, you can do so by canceling the transfer.

1. Click Sent. 
2. Click the checkbox on the message. 
3. Click the Cancel icon to render the access link invalid. 
4. Click Cancel Transfer to confirm the cancelation. 

Spam

Messages must be moved from the Spam folder to the Inbox to allow for document downloads and other feature usages. 

1. Select Spam. 
2. Click the checkbox on the message. 
3. Click Not Spam to whitelist the sender. 
4. Click the folder icon to Move the message to the Inbox.