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Secure File Transfer

Compose a New Secure Message from the Outlook Plug-In

Send secure Outlook plugin messages with optional files, authentication, retention settings, and templates; recipients need to be in the
To
 field before final delivery.
  • Secure messages can be sent to any email address from Outlook using the Exchange plug-in. You can enter a message for the recipient and select the authentication method required (for firm settings).
  • Many of these message options have default settings you can change in your
    My Settings
     menu.
  • To send a message from your online account, refer to the Composing a New Secure Message Online article.
note
As soon as the Finish button is selected, the item is uploaded to the Client Portal, whether the email has been delivered or not. To remove it, you can cancel the transfer from your
Sent Items History
 report.
You need to have the Exchange Outlook® Plugin installed to send a secure message.
All recipients need to be entered in the
To
 field; CC recipients won’t have access to the documents.

Compose a new message

  1. Open a
    New Email
     in Outlook.
  2. Select
    Send
     from the Exchange Plugin.
  3. Select
    Send Message
    .
  4. Select
    Continue
    .
  5. Select to find your files or drag and drop files to upload (optional).
  6. Select
    Continue
    .
  7. Enter one or more recipient email addresses in the 
    TO
     field.
    • If the recipient is in the Client Management, the user can begin entering in the client's name and it will auto-populate the information. This will only occur if the user is using the
      To
       field from the plug-in.
    • Each recipient will have their own access code or question when authenticating.
  8. Enter a
    Subject Line
     for the message.
    • Exchange automatically adds the recipient and subject line to the Outlook® email.
  9. Enter a
    Message
    .
  10. Select the
    Shield
     icon to change the authentication method.
  11. Select the
    Retention Period
     dropdown to change the expiration date for the mail.
  12. Select
    Finish
    .
    note
    As soon as you select
    Finish
    , the item is uploaded to the Client Portal. To remove it, cancel the transfer from your
    Sent Items History
     report.
  13. If
    Question & Answer
     is the selected Authentication Method, a new screen appears. Select or verify the questions and answers for the listed recipients.
  14. Select
    Next
     to add a link to your email template.
  15. Select to apply the
    Standard Template
     or create a
    Custom Message
    . The
    Standard Template
     option applies your default
    Email Template
     from your
    Settings
    .
  16. Select
    Confirm
    .
  17. Select
    Send
     in Outlook® to deliver the secure mail to your intended recipient.
    • This message can be edited manually in Outlook before delivery.
    • A message can also be added previous the email template.
      note
      Don’t edit the Download Files or Access Client Portal text/links.

This article applies to:

  • Product: safesend
  • Subject: Add-in
  • Audiences: Staff