Compose a New Secure Message Online
Create a secure online message, add recipients and attachments, and select delivery and authentication options.
SafeSend lets you send secure messages to any email address from the online mailbox. You can enter a message, attach files, and select authentication options if your firm settings let them.
To send a message from Outlook, refer to Composing a New Secure Message From the Outlook Plug-In.
Recipients and message content
When you compose a secure message online, you can send it to one or more recipients.
- Enter recipient email addresses in theTofield.
- If a recipient is already listed in Client Management, you can begin entering the client name to auto-populate the information.
- Each recipient uses an individual access code or security question for authentication.
- Add aSubjectand message content for the recipient.
- Use formatting options such as bold, highlighting, centering, and indentation as needed.
Attachments and preview
You can include supporting files with the message before sending it.
- UseAttachto add files.
- You can also drag and drop files directly into the message.
- UsePreviewto review the message, attachments, recipients, and authentication methods before delivery.
Draft, settings, and delivery options
Messages can be discarded, saved, scheduled, or sent immediately.
- Discardcloses the window and deletes the message.
- Save Draftstores the message in theDraftssection of the mailbox.
- TheSettingstab lets you define the tax year, retention period, and authentication method.
- Senddelivers the message immediately to all recipients.
- Schedule Sendlets you select when the message is delivered.
- Scheduled messages remain in theDraftsfolder until they are sent, edited, or removed.
