Send Options

  • Enable those Authentication Methods you wish your users to use. 
    • Question/Answer: Secure and Easy (Recommended)
    • Login: Most Secure and Least Used
    • Send Link with Access Code: Least recommended
    • Send Secure PDF Attachment: Works well for Financial Institutions and Government Agencies


  • Choose your “Company Default”


  • Employee Policies
    • Suggestion: Check “Allow employees to change Send Options”. Your users may need to switch from Send Link to Send Secure PDF, depending on the recipient. 
    • Suggestion: Uncheck “Allow employees to change their default option”. It is good practice to have the same Company default for all users. 


  • Click the “Apply” button



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