Composing a New Secure Message Online

Secure messages can be sent to any email address from SafeSend Exchange. You can enter a message for the recipient and choose the authentication method required (if firm settings allow). To send a message from Outlook®, see the Composing a New Secure Message From the Outlook® Plug-In article. 

  1. Click New Message to open the Compose Message window. 
  2. Enter one or more recipient email addresses in the TO field.
    •  If the recipient is in the Client Management, the user can start typing in the client's name and it will auto-populate the information.
    • Each recipient will have their own access code or question when authenticating.
  3. Enter a Subject line for the message. 
  4. Enter a Message for the recipient(s). 
  5. Use the message formatting options for your message as needed.
    • Options include bold, highlighting, centering, indentations, and more.
  6. Click Attach to attach any files you would like to send.
    • You may also drag and drop the files you wish to send directly into the message.
  7. Click Preview to see a preview of the mail.
    • This displays the message, the files you have attached, the recipients, and the authentication methods for each recipient.
  8. Click Save Draft to close the message box and save what you have done in the Drafts section of your mailbox.
    • You can reopen and continue whenever you would like.
  9. Click the Gear icon to set the retention period and the authentication method of the mail. 
  10. Click Send to deliver the mail to all recipients. 


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