Secure messages can be sent to any email address. 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.
- Click New Message to open the Compose Message window.
- 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 has their own access code or question when authenticating.
- Enter a Subject line for the message.
- Enter a Message for the recipient(s).
- Use the message formatting options for your message as needed.
- Options include bold, highlighting, centering, indentations, and more.
- 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.
- 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.
- Click Discard to exit the window and delete the message.
- Click Save Draft to close the message box and save what you have done in the Drafts section of your mailbox.
- Click the Settings tab to set the tax year, retention period, and authentication method of the mail.
- For a detailed description of these options, see the Setting Retention and Authentication Methods article.
- Click Send to deliver the mail to all recipients OR
- Click Schedule Send to select when the message will be delivered.
- Scheduled messages are stored in your Draft folder, where they can be edited or removed.
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