Drop-Off boxes and links
Learn how Drop-Off boxes and links let clients securely send files and how to access links and turn on notifications.
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A Drop-Off link is an easy and secure way for your clients to send files to you and fellow firm members. No sign in or account is required for the client.
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Most firms find it easiest for clients to access these links by adding them to their Outlook Email Signature and/or to their website.
Access your Drop-Off Links
- SelectProfileon the top corner of Exchange.
- SelectDrop-Off Links.
- Company Drop-Off Link:This link lets your clients send files securely to any of your elected firm members.
- Personal Drop-Off Link:This link automatically selects your email address as the recipient.
- Select the link to be directed to the drop-off page, or
- Select theCopyicon to copy the link.
Turn on New Secure Mail Notifications
Use the following steps to receive an email notification when items are sent to your inbox.
- SelectProfileon the top corner of Exchange.
- SelectDrop-Off Links
- SwitchReceive notification of new Secure Mail to your inboxtoOn.
Client Experience
When anyone selects on your Drop Off link, they’ll be directed to a secure Exchange webpage.
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The maximum amount of data that can be sent via a drop-off link is 3GB.