How to use Safesend Exchange
- In your email message window click on the SafeSend Exchange Button on your Outlook toolbar.
- If prompted to login, select the Office 365 option.
- If you want to send a message select “send message”. You can also drag and drop the documents you want to send before hitting the safesend button. It will auto-populate with the documents you already uploaded.
- When you are done uploading the documents hit continue on the bottom
- If you haven’t already selected recipients, fill them in now.
- If you fill out the subject line and message it should auto populate into the outlook email
- At the bottom of the message you can choose an authentication method. You must click on the shield icon to open.
- You can choose a question and answer or access code. Access code should only be used for people we do not have personal information for. Like a SSN or EIN. Access code is less secure than question and answer.
- You can also change the retention period in the drop down, if you know the client will be unable to download within 30 days.
- Hit finish and the question & answer portion will appear.
- If you haven’t already, you can add additional recipients in this window.
- Please select a question and answer. You will need to fill out the answer. It will no longer auto populate. You can add a new question up above if needed.
7. If you are cc’ing a GROCO Employee, please use the question “GROCO Access Code”.
8. Hit finish at the bottom and your Safesend link will appear in your email.
9. Below is what the new safesend exchange will look like. It will auto populate with your name and drop off link. Below it will populate with the IT rep’s information if the client has any problems. If you haven’t already you can type a personal message below the link to the client.
