Annie-M
Articles
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March 11, 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 4, 2022 SafeSend Exchange release notes
SafeSend Exchange Legacy version only. An update to SafeSend Exchange was released. Look below for more information on the changes. For a complete list of updates to all products in this rel...
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February 21, 2022 SafeSend Exchange Release Notes
SafeSend Exchange Legacy version only. An update to SafeSend Exchange was released. Look below for more information on the changes. For a complete list of updates to all products in this rel...
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February 11, 2022 SafeSend Exchange release notes
SafeSend Exchange Legacy version only. We've released an update to SafeSend Exchange. Read below for more information. To see a full list of changes across all products, please see the produ...
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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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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...
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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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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 ...