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  1. SafeSend
  2. Legacy Version Articles
  3. Usage Guides

Usage Guides

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  • SafeSend Overview Video
  • Received Item History Report
  • Archive Folders
  • How to Change Your "Need Help Contact"
  • Firm Name Change
  • Change Phone Number
  • Reissue a SafeSend License
  • Resend Login Password to Staff/Clients
  • Multiple Recipients for Send Link Authentication
  • Contacts List
  • Mailbox Delegation
  • Cancel a Transfer
  • Company Logo
  • Send Options & Authentication Methods
  • Manage Locked Users/Links
  • Create Additional Users
  • How to Use DropOff Links
  • Sent Items History Report (SIHR)
  • Send a User an Invitation
  • My Portal Inbox (MPI)
  • DropOff Links
  • Master PDF Password
  • Portal Configuration

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