Installing and Activating SafeSend for a New User

SafeSend Exchange Legacy version only. 

As a new user, you should have received an email invitation with your Account Information to get started.  If you have not received your email please reach out to your Firm Admin to resend your invitation. You will want to use this information to update your password, install SafeSend Exchange, and activate the program. 

Updating your SafeSend Password

The initial temporary account password should be updated with a more secure password. We do not recommend activating your plugin with a temporary password.

  1. Navigate to
  2. Click Login on the top right of the page.


  1. Enter your email address and provided password.
  2. Click Login.


  1. Select the Gear Icon () on the top right.
  2. Click Profile.


  1. Enter the current password for verification, followed by your new password.
    • You may need to complete the Authentication Information before saving.
  2. Click Save and Close.


Installing SafeSend Exchange

To install SafeSend, you will need to download the appropriate installer from the list below. Please reach out to our support team if you have any additional questions,

Desktop Installation Links:

Outlook® 2007

Outlook® 2010

Outlook® 2013/2016/365

Terminal Server Installation Links:

Outlook® 2007

Outlook® 2010

Outlook® 2013/2016/365

  • An installer package will be downloaded.
  • Open the installation file.
  • Follow the onscreen instructions.
  • Complete the installation.
  • Open Outlook.

Activate SafeSend

Once installed, the SafeSend Exchange plugin should appear in your Outlook® toolbar.

  1. Click the More drop-down menu.
    • If the icon does not appear, close and reopen Outlook®. If it still does not appear contact
  2. Click Login.
  3. Enter your Email, New Password and Product Key (located in Installation Email).
  4. Click Login.



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