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Annie M.

  • Total activity 96
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Activity overview

Latest activity by Annie M.
  • Annie M. created an article,

    Add a Drop Off Link to Your Outlook® Email Signature

    SafeSend Exchange Suite version only. 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. ...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Resend Access Link

    SafeSend Exchange Suite version only. Document recipients may lose or accidentally delete the email that contains their access link. Access links can be resent from your Sent mailbox or from ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Client Experience: Download Documents

    SafeSend Exchange Suite version only. Your firm will provide an access link via email you can use to download documents sent to you. The document transfer is fully encrypted and safe to use. ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Exchange Outlook® Plug-In

    SafeSend Exchange Suite version only. Many of the functions that can be performed online can also be performed in the Outlook® plugin.  Important The Reading Pane must be enabled in Outlook®...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Composing a New Secure Message From the Outlook® Plug-In

    SafeSend Exchange Suite version only. Secure messages can be sent to any email address from Outlook® using the SafeSend Exchange plug-in. You can enter a message for the recipient and choose ...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    My Settings

    SafeSend Exchange Suite version only. Each logged-in user has their own unique settings that can be edited and saved. Important Editing options in this menu can be restricted by a System Adm...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Add Users to Exchange

    SafeSend Exchange Suite version only. Users can be given permission to access SafeSend Exchange from SafeSend Returns. If they are not given permission, they cannot access the program.  Plea...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Client Experience: Upload Documents

    SafeSend Exchange Suite version only. Your firm will provide a drop off link you can use to securely upload and deliver documents to them. The document transfer is fully encrypted and safe to...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    How to Check Your Version of SafeSend Exchange

    SafeSend Exchange Suite and Legacy version.  Click the version below for steps to identify that version of SafeSend Exchange.  Legacy Version The Legacy version of SafeSend Exchange displa...

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    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    View Other Inboxes

    SafeSend Exchange Suite version only. Within SafeSend Exchange, you can view other users' inboxes as if they were your own. When viewing another user's inbox you can see their messages and do...

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    • 1 follower
    • 0 comments
    • 0 votes