Annie-M
Articles
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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...
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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...
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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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Outlook® Add-In Loading or Replicated Attachments
If the Outlook® Add-in is continually loading, or message or attachments are being replicated, you may need to clear your site data in Outlook® to correct the issue. If the SafeSend Exchange Add-...
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Mailbox
The Mailbox section functions like the mailboxes in a standard email service. You can view sent and received messages as well as download documents. Items will stay in these folders until they are...
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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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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...
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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 ...
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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-...