Annie-M
Articles
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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 ...
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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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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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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 ...
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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...
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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...
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Composing a New Secure Message Online
Secure messages can be sent to any email address from SafeSend Exchange. You can enter a message for the recipient and choose the authentication method required (if firm settings allow). To send a ...
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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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April 1, 2022 SafeSend Exchange release notes
SafeSend Exchange Legacy version only. An update to SafeSend Exchange was released. See below for more information about the changes. For a complete list of updates to all products in this r...
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March 18, 2022 SafeSend Exchange release notes
SafeSend Exchange Legacy version only. An update to SafeSend Exchange was released. See below for more information about the changes. For a complete list of updates to all products in this r...