Annie-M
Articles
-
View Other Inboxes
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 download files from their messages. To access ...
-
Drop Off Boxes and Links
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 fo...
-
Setting Retention and Authentication Methods
Within your New Message screen, you can set the retention and authentication methods for the mail. See the Composing a New Secure Message article for a detailed description of creating new messages...
-
Client Experience: Download Documents
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. Email will be sent from noreply@safesendretu...
-
Composing a New Secure Message From the Outlook® Plug-In
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 the authentication method required (if firm ...
-
My Settings
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 Administrator. For more information about firm-...
-
Admin Settings
The Admin Settings menu allows firm administrators to update and save global default settings and permissions for Exchange. Please note: Only System Administrators have access to the Admin Setting...
-
My Files- Archive Folders
Archive Folders are just like inbox folders in a standard email service. You can also create custom expiration periods for files kept in certain folders. Creating New Folders You can create an ...
-
Unable to Add Outlook® Add-in
To get the Outlook® Add-in, please see our Download and Install the Outlook® Add-in article. If you are unable to manage or add add-ins, please see the troubleshooting steps below. If this does no...
-
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 ...