Received Item History Report

SafeSend Exchange Legacy version only. 

The "Received Items History" is a powerful tool that will allow users to be able to view all of their received items (via Dropoff, Portal, and SendLink) even after they may have expired!  This option is not automatically enabled by default but can be activated in your Company Settings by a Firm Admin.

If you want to enable these settings, follow these steps:

  1. Log into the SafeSend web portal.
  2. Click the Settings cog on the top right and then click 'Settings'.
  3. Click on Company Settings and click the drop-down on the right and select 'Received Items History'.

There are two ways to enable the Received Item History Report.  The first checkbox, "View the Report", will enable a user to see only their own received items.  Enabled the second check, "View Transfers of all Users (does not provide access to links)" will enable all users to see all received items.

Once that setting is checked and you have clicked 'Apply' or 'Save & Close', you can click on "Received Item History" in your Outlook Plug-in and you will be able to see received items from that point on.

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