Please fill out this form and let us know how we can be of service. If the file needs to be sent back to the client then a portal account needs to be setup if one isn’t already. Use our convenient SecureSend page to securely deliver a file directly to a member. The file(s) are then sent to the firm member that the client specified when filling out the form.Īll documents are initially located in the firm members My Documents folder.Īny of these files can now be downloaded. Fill out the small form with their name, the Firm User the file is being sent to, the subject, and any message.ģ. As opposed to email clients that often restrict the size of files that can be sent, SecureSafe enables you to send very large files up to 2GB in size in the form of a secure download link. Click the “Launch” or “Send Us a File” buttonĢ. In addition to a highly secure way of sending files online, SecureSend also represents a very simple way to transfer large files. How your clients use the SecureSend page:ġ. When you need a file sent quickly and securely from a client just direct them to your new SecureSend page. Don’t forget to hit publish to make the changes show on your live site.Ĥ. If you are unsure, you might consider adding under your Resources section.ģ. Move the page to where you want it located.
Securesend online forms how to#
(If you have never added a page to your website, check out the help section on how to add a page):Ģ. Add the page titled “SecureSend to your website. Here is how to add the page to your website and start using SecureSend right awayġ. The SecureSend (previously known as QuickSend) feature is perfect for these situations. When you need to get a file from a client fast, you may not have time to set them up with a portal account.
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