Annie M.
Articles
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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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View Other Inboxes
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 another's mailbox, that us...
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Unlock Sent Messages
If a client has failed their authentication multiple times they see a message that the link has been locked. You can locate the message in the Unlock section. You can then click on any mail there ...
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Message History Reports
In the Message History section, you can see all sent and received items. These reports contain the following. The sender’s name or email. The recipient’s email. The name of all the files sent. The...
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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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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 Exchange Outlook® Plugin is in the Pr...
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Exchange Settings Overview
The 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 Settings sect...
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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. You can enter a message for the recipient and choose the authentication method required (if firm settings allow). To send a message from Outlook®, ...