Annie-M
Articles
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Download and Install the Outlook® Add-in
The SafeSend Exchange Outlook® Plug-In is used to send and receive items in your Outlook® desktop application instead of online. Download The download for the SafeSend exchange Outlook® Plugin is ...
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Information Security Overview
At SafeSend security is very important to us, which is why we have created this statement to disclose how we protect your account data. Your trust is imperative to our mission, not only as a busine...
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Outlook® My Portal Inbox Grayed Out
The Reading Pane must be enabled in Outlook® and a message must be selected to use the plugin. If the reading pane is disabled or a message is not selected, the My Portal Inbox button will be gray ...
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Resend Access Link
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 the Message History Report. Sent Mailbox ...
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Message History Reports
In the Message History section, you can see all the items sent and received via SafeSend Exchange. Click the Message History drop-down. Click Sent Items OR Click Received Items to access the rep...
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Client Experience: Upload Documents
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 use. Please note: The maximum amount of d...
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Change Mail Expiration Date
Sent and received messages have an expiration date. This is the amount of time the message will remain in your Exchange folder before being automatically deleted. The default expiration time frames...
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Add a Drop Off Link to Your Outlook® Email Signature
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. For more information about Drop Off link set...
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Unlock Sent Messages
If someone you have sent a secure message to has failed their authentication multiple times they will see a message that the link has been locked. You can locate the message in the Unlock Section....
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Add Users to Exchange
Users can be given permission to access SafeSend Exchange from SafeSend Returns. If they are not given permission, they cannot access the program. Please note: Access to the User Management is on...