Secure File Transfer Outlook Plug-In

Log-in

Select
More
in the
Home
ribbon of Outlook®. 
Select
My Portal Inbox
.
Select
Sign-In
.
Enter your SafeSend credentials.
Select
Sign In
.

Menu

Inbox
to view items in your inbox.
Sent
to view items in your sent inbox.
Spam
to view items in your spam inbox.
Request Documents
to view your requested documents.
My Files
to view your saved documents.
Unlock
to unlock access links for clients.
This can occur if the client fails authentication.
Admin Settings
to open your firm settings (only available for System Administrators).
Message History
to view the Sent/Received history reports. 
Help
to be directed to the main page of the Exchange help center. 

Mailbox Management

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

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

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

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.