Usage Guides

Helpful Videos

• SafeSend Overview Video

Settings

• Change Phone Number
• Firm Name Change
• How to change "Need Help Contact"
• Mailbox Delegation
• Send Options & Authentication Methods
• Sent Items History Report (SIHR)

Outlook Plugin

• Cancel a Transfer
• How to use DropOff Links
• My Portal Inbox (MPI)

Managing Contacts

• Manage Contact List
• Manage Locked Users/Links
• Send a User an Invitation