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 will stay in these folders until they are deleted or expired. 

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Inbox

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

  1. Select Inbox
  2. Click the checkbox on the message. 

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

A. Click the trash can icon to Delete the message. 

B. Click the folder icon to Move the message to a folder. 

C. Click the file name in the message to Download the file. 

D. Click the trash can icon to Delete the message. 

E. Click the Reply icon to respond to the sender. 

F. Click the Reply All icon to respond to the sender and anyone CC'd on the message.

G. Click the Forward icon to forward the message. 

H. Click the Download All icon to download all the attached documents into a .ZIP file. 

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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 will appear in your Sent folder. The Sent folder has all the same options in the inbox, except you also have the option to resend the access link to the client. 

  1. Select Sent
  2. Click the checkbox on the message. 
  3. Click the Link icon to resend the access link to the recipient. 

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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 the folder icon to Move the message to the Inbox. 

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