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.
note
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
  1. Select
    Profile
    on the top corner of Exchange.
  2. Select
    Drop-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.
  3. Select the link to be directed to the drop-off page, or
  4. Select the
    Copy
    icon 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.
  1. Select
    Profile
    on the top corner of Exchange.
  2. Select
    Drop-Off Links
  3. Switch
    Receive notification of new Secure Mail to your inbox
    to
    On
Client Experience
When anyone selects on your Drop Off link, they’ll be directed to a secure Exchange webpage.
note
The maximum amount of data that can be sent via a drop-off link is 3GB.