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Secure File Transfer

My Settings

Learn how to manage personal Exchange settings, notifications, templates, mailbox access, authentication options, and default preferences.
Show all hidden content.
Each logged-in user has their own unique settings that can be edited and saved.
note
Editing options in this menu can be restricted by a System Administrator.
Access My Settings
  1. Select
    More
     on the top corner. 
  2. Select 
    My Settings
    . 
Authentication Questions
Create, edit, and set default questions for your profile if firm settings grant it. 
note
You can only edit and delete questions that are created through your
My Settings
. Firm questions can only be deleted in the Admin Settings.
  1. Select 
    Authentication Questions
    . 
  2. Select
    Add New Question
     to add a new question.
    • This question is only available for the logged-in user.
  3. Select
    Delete
     to remove selected questions. 
  4. Hover over a question to display editing options.
  5. Select
    Set as Default
     to make that question the default for the logged-in user.
  6. Select 
    Apply
     to save changes.
Message Options 
Authentication Method 
Set a default authentication method for your profile if firm settings let it. 
  1. Select 
    Message Options
    . 
  2. Select 
    Authentication Method
     to expand the authentication settings menu. 
  3. Select the 
    Default Method
     dropdown to select the default authentication method when you compose messages. 
  4. Select 
    Apply
     to save changes. 
Retention Period 
Set default retention periods for your profile if firm settings grant it. 
  1. Select 
    Message Options
    . 
  2. Select 
    Retention Period
     to expand the authentication settings menu. 
  3. Select the 
    Question and Answer
     dropdown to select the default retention period for items sent using the Question and Answer authentication method. 
  4. Select the 
    Access Code
     dropdown to select the default retention period for items sent using the Question and Answer authentication method. 
  5. Select the 
    Folders
     dropdown to select the default retention period for items moved to folders. 
  6. Select
    Apply
    to save changes. 
Drop Off Links
Set which drop-off link appears at the bottom of mail notifications if your firm lets it. 
  1. Select
    Message Options
    .
  2. Select
    Drop Off Links
    .
  3. Select the
    Drop-off Link
     dropdown.
    • Company
      - The default recipient for the company drop-off link is applied in the
      Admin Settings
      .
    • Personal
      - Your personal drop-off link needs to be enabled for this option to be available. 
    • None
      - If this option is selected, no drop-off link is included in mail notifications. 
  4. Select
    Apply
     to save changes. 
Support Contact 
Select your default Office Location and corresponding Support Contact if your firm grants it. 
  1. Select
    Message Options
    .
  2. Select
    Support Contact
    .
  3. Select the
    Office Location
     dropdown to select an office location to assign a support contact to. 
  4. Select the 
    Choose contact
     dropdown to select a support contact for the selected office location.  
  5. Select
    Apply
     to save changes. 
Mailbox Delegation 
Let other users view your mailbox.
  1. Select
    Mailbox Delegation
    .
  2. Switch
    Enable other users to access my Mailbox
     to
    On
    . 
  3. Select
    All
     checkbox to select all users, or
  4. Select the checkbox to the left of each user's name to give them access to your mailbox.
  5. Select
    Apply
    to save changes. 
Notifications
Here you can set the default notification options for your documents if granted by your firm.
Message Notifications
Select whether or not users and clients receive document expiration and download emails. 
  1. Select
    Notifications
    .
  2. Select
    Message Notifications
    . 
  3. Switch
    Notify recipients when file(s) are about to expire
     to
    On
     to turn on expiration email notifications. 
  4. Switch
    Notify recipients when file(s) are downloaded
     to
    On
     to turn on download email notifications. 
  5. Select
    Apply
    to save changes. 
Request Notifications
Select whether or not users will receive notifications related to Document Request items. 
  1. Select
    Notifications
    .
  2. Select
    Request Notifications
    . 
  3. Switch
    Notify CPA when request(s) are completed
     to
    On
     to receive a notification when the client has completed the request. 
  4. Switch
    Notify recipients when request(s) are reopened
     to
    On
     to receive a notification when a request is reopened. 
  5. Select
    Apply
    to save changes. 
Folder Notifications
Select whether or not users will receive notifications when a file has been added to a folder in My Files. 
  1. Select
    Notifications
    .
  2. Select
    Folder Notifications
    . 
  3. Switch
    Notify CPA when new items are added to a folder
     to
    On
     to be notified when a file has been uploaded to a folder. 
  4. Select
    Apply
     to save changes. 
Email Template
You can customize the email templates for new Messages and Requests if permissions let in the
Admin Settings
. 
  1. Select
    Email Template
    .
  2. Select
    New Message Email Template
     to show templates available for New Message notifications.
  3. Select
    New Request Email Template
     to show templates available for New Document Request notifications. 
Add
  1. Select
    Add
    . 
  2. Enter a
    Template Name
     and the 
    Text
     in the body of the message.
  3. Select
    Show Variable List
     to refer to bracketed variables that can be used to personalize the message.
  4. Select
    Set as Default
     to apply the template as the primary message used for all messages or requests.
  5. Select
    Add
     to add the new template. 
Edit
  1. Select the message template to be edited. 
  2. Select
    Edit.
    • The template name and message can't be edited if it is a template created in the
      Admin Settings
      . 
  3. Select
    Set as Default
     to apply the template as the primary message used for all messages or requests. 
  4. Select
    Save
     to save changes. 
Default Tax Year
Here you can set the Default Tax year, which will be applied to new messages and requested documents.
  1. Select
    Default Tax Year
    .
  2. Select the year from the dropdown. 
  3. Select
    Apply
     to save changes. 

This article applies to:

  • Product: safesend
  • Audiences: Staff