A Drop-Off link is an easy and secure way for your clients to send files to you and fellow firm members. No login or account is required for the client.
Important
See the Admin Settings article for more information about Drop Off link settings.
Most firms find it easiest for clients to access these links by adding them to their Outlook® Email Signature and/or to their website. See the Add a Drop Off Link to Your Outlook® Email Signature article for more information.
- Click the Profile menu in the top right-hand corner of SafeSend Exchange.
- Select Drop-Off Links.
- Company Drop-Off Link: This link allows your clients to send files securely to any of your elected firm members.
- Personal Drop-Off Link: This link automatically selects your email address as the recipient.
- Click the Copy icon to copy the link OR
- Click the link to be directed to the drop-off page.
Follow the steps below to receive an email notification when items are sent to your inbox.
- Click the Profile menu in the top right-hand corner of SafeSend Exchange.
- Select Drop-Off Links
- Toggle Receive notification of new Secure Mail to your inbox to On.
When anyone clicks on your Drop Off link they will be directed to a secure SafeSend Exchange webpage. Below is what a drop-off link will look like for users. See the Client Experience: Upload Documents article for a client-centered explanation of the process.
Please note:
The maximum amount of data that can be sent via a drop-off link is 3GB.
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