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Secure File Transfer Outlook Plug-In

Document and message functions that are the same in the plug-in as they are in the online version of Outlook.

Many of the functions that can be performed online can also be performed in the Outlook plugin.

note

You need to turn on the Reading Pane
in Outlook and select a message to use the plugin.

Log-in

Select More
in the Home
ribbon of Outlook®.

Select My Portal Inbox
.

Select Sign-In
.

Enter your SafeSend credentials.

Select Sign In
.

Mailbox Management

Use the following steps for managing each secure message.

Select a Mailbox (Inbox, Sent, or Spam).

Select the Arrow
to expand the message and view forwards/replies.

Select a message to view the email and any attachments that are included.

Select the Delete
icon to delete the selected messages.

Deleted messages and documents can't be retrieved.

Select the Download
icon to download all attached documents into a ZIP file.

Select More
to Quick Reply
, Reply
, Reply All
, Forward
, or Print
the message.

Quick replies don’t require authentication on the recipient side.

Quick replies can't include attachments.

Select the document attachment to download each document.

Delete or archive a message

Use the following steps to delete or archive a message from any of the message sections (Inbox, Sent, Spam).

Select the items by selecting on the checkbox to the left of the message.

Select the Delete
icon to delete the message.

Deleted messages and documents can't be retrieved.

Select the Folder
icon to move the message to a folder.

View Another Person's Mailbox

The person needs to have provided access for this option to be available.

Select the Delegate
icon in the top corner.

note

You refer to a list of all users who have given you access to view their mailboxes.

Select the person whose mailbox you want to view.

Select
Exit
in the green banner to go back to your mailbox.

Document Requests

Use the following steps to manage existing document requests.

Select Request Documents
.

Select a Document Request
to open it.

Select the Print
icon to print a copy of the Document Request.

Select the Delete
icon to delete the document request.

Deleted messages and documents can't be retrieved.

Select the clock icon to change the Retention Period
for the document.

Select the bell to send a Reminder
to the taxpayer.

Select the Download
icon to download all attached documents into a ZIP file.

Select Preview
to view the document.

Available for PDF documents only.

Select the Download
icon to download that document only.

Select the Delete
icon to delete that document only.

Select Request More
to request more documents from the taxpayer.

This option is not available for requests with a Completed
status.

This article applies to:

Product: safesend
Subject: Add-in
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Secure File Transfer Outlook Plug-In

Log-in

Menu

Mailbox Management

Delete or archive a message

View Another Person's Mailbox

Document Requests

This article applies to: