Your SafeSend subscription not only allows you to send documents to your clients using encrypted servers. It also allows your clients to upload documents directly to your SafeSend portal, this feature is called DropOff. Here is how you enable this feature for your staff members.
- Gain access to SafeSend using the Login page
- Select the contacts tab
- Using the grey check box select the individual that needs DropOff permission
- By pressing the blue "+/- DropOff" permission can be granted or revoked for the selected individual
- Notice that the "NO" in the DropOff column changed to "YES"
To create Dropoff links in e-mail signatures us this article.
IMPORTANT: If you need further assistance Please Submit a Ticket