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DropOff Links

A DropOff is an easy and secure way for your clients to send or return files to you and fellow firm members. No login or account is required.

You have 2 options of DropOff links:

  • Company DropOff Link: This link will allow your clients to send files securely to any of your elected firm members.
  • Personal DropOff Link: This link will automatically select your email address to the recipient list. 

Most firms find it easiest for clients to access these links by adding them to their Outlook Email Signature and/or to their website.

Example of a Client DropOff link in an email signature:

 

 

Once a client clicks the link in my email signature, what do they see?

 

 

Where do I access these links?

DropOff Links are located in your settings

  • Accessing from Outlook Plug-in
    • “More” dropdown arrow | Settings
    • User Settings | Portal Options
    • Highlight and “Copy” desired Link
  • Accessing from Browser
    • Login at safesend.com
    • Click Settings wheel on top right
    • Click "Settings"
    • User Settings | Portal Options

 

EMAIL SIGNATURE SETUP FOR OUTLOOK 2007

  • In Outlook, select Tools | Options | Email Format | Signature
  • You can edit an existing signature or create a new signature
  • Create the Client DropOff link in the signature
    • Type what you want the link to say. Some examples:
      • Click Here to Send Me Files Securely
      • Send Files Securely to Me by Clicking Here
    • Highlight the text
    • Click the ‘Hyperlink’ icon (looks like a ball and chain)

 

  • “Paste” your desired DropOff link into the “Address” field
  • Select ‘OK’ to close all open windows

 

EMAIL SIGNATURE SETUP FOR OUTLOOK 2010 & 2013

  • In Outlook, select File | Options | Mail | Signatures
  • You can edit an existing signature or create a new signature
  • Create the Client DropOff link in the signature
    • Type what you want the link to say. Some examples:
      • Click Here to Send Files Securely
      • Client Drop Off Click Here
      • Send Files Securely to me by Clicking Here
    • Highlight the text
    • Click the ‘Hyperlink’ icon (looks like a ball and chain)

 

  • “Paste” your desired DropOff link into the “Address” field
  • Select ‘OK’ to close all open windows

 

IMPORTANT: If you need further assistance Please Submit a Ticket or call 1-800-716-2558 ext. 202

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