Portal Configuration

SafeSend Exchange Legacy version only. 

• Company sub Domain: Use this to personalize your SafeSend URL with your company name. 
• Portal Login Link: Only Use if you have clients with Portal Logins (User Names & Passwords)

• Firm’s usually add this link to their websites
•  Company DropOff Link: Clients use to send confidential information to the firm (No Login Required)--Not recommended: Enable Portal Login Link on DropOff Page
• Allow Address Book Lookup: Allow sender to choose a Recipient. (If disabled, users will have to manually enter the recipients email address--Recommended: Allow Sender to Select Multiple Recipients.
• Allows your users to use Personal DropOff links. (These links will auto fill them as the recipient when they are clicked)
• Required Clients to include a Subject and/or Message when using the DropOff link.
• Firms usually add the Company DropOff Link to both their Website (if applicable) and Email Signatures (see next step).
• Default DropOff Recipient: If desired, choose a user to always display as the default recipient when the DropOff link is used by clients. 
• Click “Apply” once completed