IMPORTANT: You must complete this step before you can install and activate SafeSend.
|
|
- Abigayle Watts
- 8 years ago
- Views:
Transcription
1 Initial Setup Guide Welcome to SafeSend! This guide has been created to assist with your initial setup. Please follow the below steps to get started. If you are a Firm Administrator and are setting your Firm s Policies, we do recommend contacting our SafeSend Specialists to discuss your options. Licensed Users Licensed Users have purchased SafeSend. As a licensed user, you have possibly received 2 s; an invitation to create your account and installation instructions. If your firm has already installed the software, you will not receive the installation instructions. If you have already installed and logged in, you can skip to the Firm Administrator s Section to learn more about your initial setup. 1. Create Your SafeSend Account a. Click the link in the Invitation to create your account. b. Complete the Account setup by entering a password and Authentication Information. IMPORTANT: You must complete this step before you can install and activate SafeSend. 2. Install SafeSend: If not already completed, download the software directly from our website a. Close Outlook b. Go to c. Click Support Tab Downloads SafeSend Try it for Free d. Choose the download link that matches your version of Microsoft Outlook e. Follow the onscreen instructions f. Complete the download g. Open Outlook IMPORTANT: If you need to install the program in a Citrix/Terminal Server environment, please contact for the correct installer. (800) x 202 1
2 3. Activate SafeSend: The SafeSend icon should appear in your Outlook toolbar h. Click the More dropdown menu: If the icon does not appear, Close and reopen Outlook. If it still does not appear contact i. Choose Login j. Enter your , Password and Product Key (located in Installation ) k. Click Login the window will automatically close l. You are now ready to use the program. IMPORTANT FIRM ADMINISTRATORS: There are some additional steps to complete your Account Setup. Create Additional Users 1. Login through 2. Select the Contacts tab 3. Click the green Add New Contact button 4. Select User Group (Firm Admin or Staff) 5. Enter Contact Information 6. Create the Recipients Password : You have 2 options a. Contact to Create : the User will need to create their own Password b. I Will Create : You create the password for the User. Be sure to check Password On Save 7. Click either Save and Add Another Contact or Save and Close (800) x 202 2
3 IMPORTANT Once you are done creating additional Users and have selected Save and Close, you will be brought back to your list of Contacts. 1. Be sure all your Internal Staff Users are listed, under the Group column, as Firm Admin or Staff. If you accidently created a User as a Client, you will need to delete and recreate the User. 2. Also, all Firm Admin and Staff will have a Licensed status of No, until they complete the installation and activation process. (800) x 202 3
4 Send Installation and Activation Information 1. Check the gray box directly next to the Staff member(s) First Name. (See below) 2. You have 2 Options, a. Select Send License : Sends both installation instructions and an invitation to create a password. b. Select Send invite : Sends only the invitation to create a password. (800) x 202 4
5 Add Users to DropOff Recipient List 1. When you add a User to the DropOff Recipient List, the User will be listed as an Option under your Firm s DropOff Link. 2. To Add a User, a. Check the gray box, which will turn green, directly to the left of the User you wish to add. b. Click +/- DropOff Button. c. To confirm, be sure the status of the column, titled DropOff has changed to Yes. (800) x 202 5
6 Account Settings It is recommended that you schedule a minute call with a SafeSend Specialist to discuss your options and to assist you with this section s setup. Under the More drop down menu in your SafeSend Outlook plug in, pick Settings and select on the Company Settings tab to define your firm s policies. We will not cover all of your Company Settings in this Initial Setup Guide. For a detailed explanation of each Setting option, please refer to the individual PDF Guides. (800) x 202 6
7 Send Options: 1. Enable those Authentication Methods you wish your users to use. a. Question/Answer: Secure and Easy (Recommended) b. Login: Most Secure and Least Used c. No Authentication: Compliant with Breech of Privacy Laws 2. Choose your Company Default 3. Employee Policies a. Suggestion: Check Allow employees to change Send Options. Your users may need to switch from Send Link to Send Secure PDF, depending on the recipient. b. Suggestion: Uncheck Allow employees to change their default option. It is good practice to have the same Company default for all users. 4. Click the Apply button (800) x 202 7
8 Link Authentication: You can use one of the Sample Questions provided OR customize a Question. 1. Customize or create a new question. a. Click New to create Question Title & Question Text b. Enter the Question Title c. Enter the Question Text d. Click Save 2. Once Saved, you can select Company Default Question (800) x 202 8
9 3. Employee Policies, check any appropriate boxes a. Suggestion: Check Allow employees to add their own questions. Your users may need to create a question on-the-fly if none of the questions available are relevant to the recipient. b. Suggestion: Uncheck Allow employees to change their default question. It is good practice to use the same Default Question. 4. Click the Apply button (800) x 202 9
10 Master PDF Password: 1. Secure PDF Passwords: Enable those password options you want available to your users. Random Passwords is the easiest and most commonly used. 2. Master PDF Password (Permissions Password): If you plan to use the Send Secure PDF Attachment Send Option, you will want to create a Firm or Master Password. This Master Password will open ANY Secured PDF Attachment created through SafeSend. Think of this password as a backdoor into all secured PDF Attachments. This way you do not need to know the clients password to open the file. This password should be something relative to your firm members and follow good password policy criteria (at least 8 characters, combination of character types). (800) x
11 Need Help Contact: 1. Need Help Contact a. Choose your firm s Help contact from your list of Firm Admin and Staff (Click Lookup ) Users must have activated their license through Outlook for their name to appear You can use a contact that has an distribution list. b. Display Help Contact Photo 2. Click Apply then Save and Close. Retention Policy: 1. Select your Company Default Retention Policy: How long do you want to make files available for clients when using the Send Link send option? 2. Employee Policies, check any appropriate boxes (800) x
12 a. Suggestion: Check to Allow employees to change the retention period for a transaction. This will allow employees to change the length of time a file is available on a transfer by transfer basis. b. Suggestion: Uncheck to Allow employees to change their default selection. It is good practice to have a uniform retention policy for the majority of your transfers. 3. Click Apply Company Logo: 1. Click the Company Logo button 2. Pick the Use Company Logo option 3. Click The Browse button to select the Logo file for upload 4. Once the logo has been uploaded, it will appear on the page (see below). 5. If the logo does not appear or you receive an error message, be sure it is the correct size (330w 8 100h) 6. Click Apply (800) x
13 IMPORTANT: If you do not have a Company Logo, you can choose to either have your Company s Name or SafeSend Logo appear. (800) x
14 Portal Configuration: 1. Portal Login Link: Only Use if you have clients with Portal Logins (User Names & Passwords) a. Firm s usually add this link to their websites 2. Company DropOff Link: Clients use to send confidential information to the firm (No Login Required) a. Not recommended: Enable Portal Login Link on DropOff Page b. Allow Address Book Lookup: Allow sender to choose a Recipient. (If disabled, users will have to manually enter the recipients address) c. Recommended: Allow Sender to Select Multiple Recipients d. Allows your users to use Personal DropOff links. (These links will auto fill them as the recipient when they are clicked) e. Required Clients to include a Subject and/or Message when using the DropOff link. f. Firms usually add the Company DropOff Link to both their Website (if applicable) and Signatures (see next step). 3. Click Apply once completed (800) x
15 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: 1. Company DropOff Link: This link will allow your clients to send files securely to any of your elected firm members. 2. Personal DropOff Link: This link will automatically select your address to the recipient list. Most firms find it easiest for clients to access these links by adding them to their Outlook Signature and/or to their website. Example of a Client DropOff link in an signature: (800) x
16 Once a client clicks the link in my signature, what do they see? Where do I access these links? DropOff Links are located in 2 places for easy access. 1. Preferred: Outlook Plug-in Settings a. Outlook Plug-in More dropdown arrow Settings b. User Settings Portal/DropOff Links c. Highlight and Copy desired Link (800) x
17 2. Additional: Web Based Account Settings a. Account Login b. Green Wheel icon Settings User Settings Portal/DropOff Links c. Highlight and Copy desired Link (800) x
18 Signature Setup for Outlook In Outlook, select Tools Options Format Signature 2. You can edit an existing signature or create a new signature 3. Create the Client DropOff link in the signature a. Type what your want the link to say. Some examples: Click Here to Send Me Files Securely Send Files Securely to Me by Clicking Here b. Highlight the text c. Click the Hyperlink icon (looks like a ball and chain) d. Paste your desired DropOff link into the Address field e. Select OK to close all open windows (800) x
19 Signature Setup for Outlook 2010 & In Outlook, select File Options Mail Signatures 2. You can edit an existing signature or create a new signature 3. Create the Client DropOff link in the signature a. Type what your 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 b. Highlight the text c. Click the Hyperlink icon (looks like a ball and chain) (800) x
20 d. Paste your desired DropOff link into the Address field e. Select OK to close all open windows (800) x
How to Change Your Send Options
How to Change Your Send Options You may need to switch from your default Send Option for one reason or another when sending files. For example, the recipient may not be able to receive the embedded link
More informationEmail Setup Guide. network support pc repairs web design graphic design Internet services spam filtering hosting sales programming
Email Setup Guide 1. Entourage 2008 Page 2 2. ios / iphone Page 5 3. Outlook 2013 Page 10 4. Outlook 2007 Page 17 5. Windows Live Mail a. New Account Setup Page 21 b. Change Existing Account Page 25 Entourage
More informationTrusted Relationships. Sending Invitations. Sending Invitations from Outlook
Trusted Relationships Establishing Trusted Relationships through the invitation process are core to the Securencrypt security process. This insures that you can only share secure documents with someone
More informationCompleting Online Course Evaluations CoursEval is a web based evaluation tool that will allow students to view and complete course evaluations online and all in one place. This software is a great way
More informationYour Archiving Service
It s as simple as 1, 2, 3 This email archiving setup guide provides you with easy to follow instructions on how to setup your new archiving service as well as how to create archiving users and assign archiving
More informationContents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault
Contents First Time Setup... 2 Setting up the Legal Vault Client (KiteDrive)... 3 Setting up the KiteDrive Outlook Plugin... 10 Using the Legal Vault Outlook Plugin... 13 Using KiteDrive to Send Large
More informationDigitalPersona Privacy Manager Pro
DigitalPersona Privacy Manager Pro DigitalPersona Privacy Manager Pro is a centrally-managed secure communication solution for businesses. It allows sensitive documents and communications to remain private,
More informationFax and SMS Quickguide
INTRODUCTION U2 Fax and SMS allow faxes and SMS to be sent directly from a user s workstation via the Internet using U2 Webservices. This improves staff efficiency by removing the need to physically fax
More informationWhen you have decided what to include in your signature, you will need to open the signatures and stationery dialogue box:
Signatures An email signature is a block of information which is added to the bottom of an email to give the recipient information about the sender. It functions in a similar way to using headed paper
More informationHow To Use Exhange On Outlook 2007 2007 On A Pc Or Macintosh Outlook 2007 On Your Pc Or Ipad (For Windows Xp) On Your Ipad Or Ipa (For Your Windows Xp). (For A Macintosh) On A
Configure Microsoft Outlook 2007 to use Exchange Email Setting Important 1. Before configure your Microsoft outlook 2007 to use exhange you MUST log into the Web Exchange page to login and change your
More informationAdding Outlook to a Blackberry, Downloading, Installing and Configuring Blackberry Desktop Manager
Adding Outlook to a Blackberry, Downloading, Installing and Configuring Blackberry Desktop Manager The following instructions work for the District provided Blackberrys from Sprint, but I think it should
More informationWatchDox for Windows User Guide. Version 3.9.0
Version 3.9.0 Notice Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals or
More informationSENDING EMAILS & MESSAGES TO GROUPS
SENDING EMAILS & MESSAGES TO GROUPS Table of Contents What is the Difference between Emails and Selltis Messaging?... 3 Configuring your Email Settings... 4 Sending Emails to Groups Option A: Tasks...
More informationGetting started with OneDrive
Getting started with OneDrive What is OneDrive? OneDrive is an online storage area intended for business purposes. Your OneDrive library is managed by the University. You can use it to share documents
More informationWatchDox for Windows. User Guide. Version 3.9.5
WatchDox for Windows User Guide Version 3.9.5 Notice Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to
More informationGETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows. This Getting Started Guide contains the following information:
GETTING STARTED WITH QUICKEN 2010, 2009, and 2008-2007 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records
More informationWatchDox Administrator's Guide. Application Version 3.7.5
Application Version 3.7.5 Confidentiality This document contains confidential material that is proprietary WatchDox. The information and ideas herein may not be disclosed to any unauthorized individuals
More informationHow to install and use the File Sharing Outlook Plugin
How to install and use the File Sharing Outlook Plugin Thank you for purchasing Green House Data File Sharing. This guide will show you how to install and configure the Outlook Plugin on your desktop.
More informationAccess and Login. Single Sign On Reference. Signoff
Access and Login To access single sign on, here are the steps: Step 1: type in the URL: postone.onelogin.com Step 2: Enter your Post student email in the username field Step 3: Enter your Post student
More information700 Fox Glen Barrington, Illinois 60010 ph: [847] 842-9570 fx: [847] 842-0190 www.excaltech.com support@excaltech.com.
700 Fox Glen Barrington, Illinois 60010 ph: [847] 842-9570 fx: [847] 842-0190 www.excaltech.com support@excaltech.com Email Setup Guide 1. Entourage 2008 Page 2 2. Outlook 2007 Page 5 3. Outlook 2003 Page
More informationVersions Addressed: Microsoft Office Outlook 2010/2013. Document Updated: 2014. Copyright 2014 Smarsh, Inc. All right reserved
Versions Addressed: Microsoft Office Outlook 2010/2013 Document Updated: 2014 Copyright 2014 Smarsh, Inc. All right reserved Table of Contents Getting Started 3 Add Your New Account 3 Account Setup 5 Basic
More informationIIS, FTP Server and Windows
IIS, FTP Server and Windows The Objective: To setup, configure and test FTP server. Requirement: Any version of the Windows 2000 Server. FTP Windows s component. Internet Information Services, IIS. Steps:
More informationFile Management Utility User Guide
File Management Utility User Guide Legal Notes Unauthorized reproduction of all or part of this guide is prohibited. The information in this guide is subject to change without notice. We cannot be held
More informationTopia Technology, Inc. 1119 Pacific Avenue, Suite 200, Tacoma WA 98402 253.572.9712 www.secrata.com
SECRATA Enterprise File Sync and Share Application Version 4.7 Topia Technology, Inc. 1119 Pacific Avenue, Suite 200, Tacoma WA 98402 253.572.9712 www.secrata.com Table of Contents TABLE OF CONTENTS...
More informationSaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide
SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Email Encryption Customers who are provisioned for SaaS Email Encryption can easily configure their Content Policies
More informationDOMAIN CENTRAL HOSTING EMAIL
Welcome to our hosting services, we have created the following documents to help you get up and running as quickly as possible. If at any stage you encounter difficulties, you are welcome to send a help
More informationEmail Update Instructions
1 Email Update Instructions Contents Email Client Settings The Basics... 3 Outlook 2013... 4 Outlook 2007... 6 Outlook Express... 7 Windows Mail... 8 Thunderbird 3... 9 Apple Mail... 10 2 Email Client
More informationVodafone multitxt Outlook Mobile Services (OMS)
Vodafone multitxt Outlook Mobile Services (OMS) Microsoft Outlook 2007+ Mobile Service (OMS) Sending messages Replies FAQs 2 3 5 6 1 Microsoft Outlook 2007+ Mobile Service (OMS) Outlook Mobile Service
More informationEmail Migration Manual (For Outlook Express 6)
Email Migration Manual (For Outlook Express 6) By SYSCOM (USA) May 13, 2013 Version 1.0 1 Contents 1. How to Change POP3/SMTP Setup for Outlook Express... 3 2. How to Login to Webmail... 7 3. How to Change
More informationPaperClip. em4 Cloud Client. Setup Guide
PaperClip em4 Cloud Client Setup Guide Copyright Information Copyright 2014, PaperClip Inc. - The PaperClip32 product name and PaperClip Logo are registered trademarks of PaperClip Inc. All brand and product
More informationMyNetFone Virtual Fax. Virtual Fax Installation
Table of Contents MyNetFone Virtual Fax MyNetFone Virtual Fax Installation... 1 Changing the SIP endpoint details for the fax driver... 11 Uninstalling Virtual Fax... 13 Virtual Fax Installation Follow
More informationBaylor Secure Messaging. For Non-Baylor Users
Baylor Secure Messaging For Non-Baylor Users TABLE OF CONTENTS SECTION ONE: GETTING STARTED...4 Receiving a Secure Message for the First Time...4 Password Configuration...5 Logging into Baylor Secure Messaging...7
More informationTriCore Secure Web Email Gateway User Guide 1
TriCore Secure Web Email Gateway User Guide This document provides information about TriCore Secure Web Email Gateway. This document is for users who are authorized to send and receive encrypted email
More informationHow to set up your Secure Email in Outlook 2010*
How to set up your Secure Email in Outlook 2010* This guide is for hosting clients who are hosting their email with us. If you are using a third party email, you should not use these instructions. 1. Open
More informationSetting up Scan to Email
Setting up Scan to Email Basic information provided from the end user or the customer s IT staff: Static IP for the copier Subnet Mask (use IPCONFIG Command if not provided) Gateway (use IPCONFIG Command
More informationTechnology Business Solutions. Online Backup Manager INSTALLATION
Technology Business Solutions Online Backup Manager 1. Go to the TBS OBM Software Registration Page Click the TBS Logo Under the select an account type choose the PRO version. Page1 of7 2.) Create a new
More informationOutlook Web Access E-mail
Outlook Web Access E-mail A. Accessing the mailbox via the Internet 1. Open your browser Firebox or Internet Explorer 2. In the URL address location box, key mail.asbury.edu for students and mail2.asbury.edu
More informationHosted Exchange Setup Instructions
1Earthlink Business Hosted Exchange Instructions Hosted Exchange Setup Instructions Rev. 5.5, November 4, 2011 Hosted Exchange Basic and ActiveSync..pgs 2-8 Blackberry Hosted Exchange...pgs 8-11 Hosted
More informationTelNet Digital Fax. Reference Guide..
TelNet Digital Fax. Reference Guide.. LOGIN to the TelNet Digital Fax Web Portal 1) Set your Internet browser to https://fax.telnetww.com 2) Input your assigned Digital Fax username (typically your email
More informationGETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows
GETTING STARTED WITH QUICKEN with Online Bill Pay 2010-2012 for Windows Refer to this guide for instructions on how to use Quicken s online account services to save time and automatically keep your records
More informationManaging Contacts in Outlook
Managing Contacts in Outlook This document provides instructions for creating contacts and distribution lists in Microsoft Outlook 2007. In addition, instructions for using contacts in a Microsoft Word
More informationUC Express Quick Start Guide
UC Express Quick Start Guide Programming IP Phone Keys Guide for Installation, Registration, Configuring & Programming Keys Carleton University 0 Unified Communicator Express Quick Start Guide The Unified
More informationMicrosoft Office 365 Exchange Online Cloud
5-9-2014 A.Bueter Set up an Exchange connection to your email in Outlook 2010 or Outlook 2013 Note: Outlook 2007 is not supported with Office 365/Exchange Online- only Outlook 2010 & 2013 will work. 1.
More informationQQConnect Overview Guide
QQConnect Overview Guide Last Updated: 3/20/2015 About QQConnect QQConnect is an add-on utility for QQCatalyst that makes it easy to transfer documents and e- mails from your Windows desktop or desktop
More informationSet Up E-mail Setup with Microsoft Outlook 2007 using POP3
Page 1 of 14 Help Center Set Up E-mail Setup with Microsoft Outlook 2007 using POP3 Learn how to configure Outlook 2007 for use with your 1&1 e-mail account using POP3. Before you begin, you will need
More informationCHARTER BUSINESS custom hosting faqs 2010 INTERNET. Q. How do I access my email? Q. How do I change or reset a password for an email account?
Contents Page Q. How do I access my email? Q. How do I change or reset a password for an email account? Q. How do I forward or redirect my messages to a different email address? Q. How do I set up an auto-reply
More informationOutlook Plug-In User Guide
Outlook Plug-In User Guide InterCall, in partnership with JCS Technologies, provides an Outlook Plug-In that allows you to quickly and easily create, edit and schedule meetings with pre-defined information
More informationConcord Fax Online for Microsoft Office User Guide
Concord Fax Online for Microsoft Office User Guide Version 2.2 October 2010 Table of Contents Introduction... 3 Getting Started: Enabling Internet Fax for Microsoft Office... 3 Establishing User Preferences...
More informationOutlook Web Access User Guide
Table of Contents Title Page How to login...3 Create a new message/send attachment...5 Remove the reading pane...10 Calendar functions...11 Distribution lists...11 Contacts list...13 Tasks...18 Options...19
More informationMessageGuard 3.0 User Guide
MessageGuard 3.0 User Guide Table of Contents Introduction... 3 Installing the MessageGuard Desktop Client... 3 Sending Secure E-mail Messages with the Desktop Client... 11 Reading Secure E-mail Messages
More informationPanopto Recording. Click the Panopto Recorder icon found on the Desktop. Click the Log in with Blackboard button. Page 1
Panopto Recording The Panopto Recorder allows for a great deal of flexibility in how and what can be recorded. This guide will cover all aspects of recording with one computer (meaning all presentation
More informationOutlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions
HOSTING Administrator Control Panel / Quick Reference Guide Page 1 of 9 Outlook Profile Setup Guide Exchange 2010 Quick Start and Detailed Instructions Exchange 2010 Outlook Profile Setup Page 2 of 9 Exchange
More informationIMAP and SMTP Setup in Email Clients
IMAP and SMTP Setup in Email Clients Configuring an Email Client for IMAP Configuring an Email Client for the SMTP Server Overview Internet Message Access Protocol (IMAP), or a remote connection through
More informationConfiguring Windows for TAPI
Configuring Windows for TAPI For TAPI-enabled programs to be able to dial using the TAPI Service Provider, Windows must be configured correctly to be able to use the proper line, get an outside line, and
More informationHDAccess Administrators User Manual. Help Desk Authority 9.0
HDAccess Administrators User Manual Help Desk Authority 9.0 2011ScriptLogic Corporation ALL RIGHTS RESERVED. ScriptLogic, the ScriptLogic logo and Point,Click,Done! are trademarks and registered trademarks
More informationHow To Manage Your Quarantine Email On A Blackberry.Com
Barracuda Spam Firewall User s Guide 1 Copyright Copyright 2005, Barracuda Networks www.barracudanetworks.com v3.2.22 All rights reserved. Use of this product and this manual is subject to license. Information
More informationSteps for using MagicConnect
Getting Started Getting Started MagicConnect is a remote access service that allows you safe remote access to a target device from your remote device. What is a remote device? It is a Windows device, iphone/ipad,
More informationOutlook Web App User Guide
Outlook Web App Table of Contents QUICK REFERENCE... 2 OUTLOOK WEB APP URL... 2 Imagine! Help Desk...... 2 OUTLOOK WEB APP MAIN WINDOW... 2 KEY NEW FEATURES... 3 GETTING STARTED WITH OUTLOOK... 4 LOGGING
More informationVerizon Collaboration Plug-In for Microsoft Outlook User Guide
Verizon Collaboration Plug-In for Microsoft Outlook User Guide Version 4.11 Last Updated: July 2011 2011 Verizon. All Rights Reserved. The Verizon and Verizon Business names and logos and all other names,
More informationScanShell.Net Install Guide
ScanShell.Net Install Guide Please install the software first - DO NOT PLUG IN THE SCANNER The scanner has been carefully packaged to avoid damage during transportation. Before operating the scanner, please
More informationNote: With v3.2, the DocuSign Fetch application was renamed DocuSign Retrieve.
Quick Start Guide DocuSign Retrieve 3.2.2 Published April 2015 Overview DocuSign Retrieve is a windows-based tool that "retrieves" envelopes, documents, and data from DocuSign for use in external systems.
More informationS-Doc User Guide. Instructions on using the Secure Document Online Courier with the CAAT Pension Plan. September 2012
S-Doc User Guide Instructions on using the Secure Document Online Courier with the CAAT Pension Plan Secure solution provided by Accellion September 2012 S E C U R E C O L L A B O R A T I O N U S E R G
More informationHow to set up Outlook Anywhere on your home system
How to set up Outlook Anywhere on your home system The Outlook Anywhere feature for Microsoft Exchange Server 2007 allows Microsoft Office Outlook 2007 and Outlook 2003 users to connect to their Outlook
More informationQuick Start Guide to Logging in to Online Banking
Quick Start Guide to Logging in to Online Banking Log In to Internet Banking: Note: The first time you log in you are required to use your Customer ID. Your Customer ID is the primary account holder s
More informationPrint Audit 6 - SQL Server 2005 Express Edition
Print Audit 6 - SQL Server 2005 Express Edition Summary This is a step-by-step guide to install SQL Server 2005 Express Edition to use as a database for Print Audit 6. Pre-Requisites There are a few pre-requisites
More informationEmail Client configuration and migration Guide Setting up Thunderbird 3.1
Email Client configuration and migration Guide Setting up Thunderbird 3.1 1. Open Mozilla Thunderbird. : 1. On the Edit menu, click Account Settings. 2. On the Account Settings page, under Account Actions,
More informationConfiguring Outlook 2010 Anywhere for UNSW Exchange system.
Introduction Prerequisites 1. You must have a valid znumber and its associated zpass. If you are unsure about this: please call the Service Desk. 2. Your email account on the UNSW IT Services Exchange
More informationTIBCO Slingshot User Guide
TIBCO Slingshot User Guide v1.8.1 Copyright 2008-2010 TIBCO Software Inc. ALL RIGHTS RESERVED. Page 1 September 2, 2011 Documentation Information Slingshot Outlook Plug-in Important Information SOME TIBCO
More informationVerizon Collaboration Plug-In for Microsoft Outlook User Guide
Verizon Collaboration Plug-In for Microsoft Outlook User Guide Version 4.11 Last Updated: July 2011 2011 Verizon. All Rights Reserved. The Verizon and Verizon Business names and logos and all other names,
More information1 Login to your CSUF student email account and click on the Settings icon ( ) at the far right.
Connect to Your Student Email: Microsoft Outlook for PC Before you can access your student email account on your e-mail client, you must first enable POP/IMAP features on your student email account and
More informationNote: Your security settings may prohibit you from viewing or modifying the current list of marketing promotions.
Customer Management Marketing Campaign Management Oasis CRM starts by organizing leads by marketing promotion type. The marketing promotion module can be accessed from the Customer-Management dropdown
More informationO UTLOOK 2003 HELP SHEET MAIL. Opening the program. Mail
O UTLOOK 2003 HELP SHEET MAIL Opening the program At Work Double-click the icon on your desktop. Or click the Start button. If this icon is displayed, click on it. If it is not displayed, click Start,
More informationCCH Axcess Portal Client User Guide
CCH Axcess Portal Client User Guide Keys Quick reference to the key aspects of a particular function Icon Legend Tip Notes Best practice tips and shortcuts Informational notes about functions Warning Important
More informationEBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators
EBOX Digital Content Management System (CMS) User Guide For Site Owners & Administrators Version 1.0 Last Updated on 15 th October 2011 Table of Contents Introduction... 3 File Manager... 5 Site Log...
More informationProtus Virtual Fax Send Fax Plug-in Installation and User Guide
Protus Virtual Fax Send Fax Plug-in Installation and User Guide Virtual Fax Send Fax Plug-in The Virtual Fax Send Fax Plug-in is an add-in for Microsoft Outlook that places a Send Fax button on the toolbar,
More information1. How to Register... 2. 2. Forgot Password... 4. 3. Login to MailTrack Webmail... 5. 4. Accessing MailTrack message Centre... 6
MailTrack How To Document 27 March 2014 Table of Contents 1. How to Register... 2 2. Forgot Password... 4 3. Login to MailTrack Webmail... 5 4. Accessing MailTrack message Centre... 6 5. Creating a MailTrack
More informationHow to Schedule Report Execution and Mailing
SAP Business One How-To Guide PUBLIC How to Schedule Report Execution and Mailing Release Family 8.8 Applicable Releases: SAP Business One 8.81 PL10 and PL11 SAP Business One 8.82 PL01 and later All Countries
More informationWebEx Meeting Center User's Guide
WebEx Meeting Center User's Guide Table of Contents Accessing WebEx... 3 Choosing the scheduler that works for you... 6 About the Quick Scheduler Page... 6 About the Advanced Scheduler... 8 Editing a scheduled
More informationQuote to Cloud Connecting QuoteWerks and Xero
Quote to Cloud Connecting QuoteWerks and Xero Contents Setup Guide... 3 Pre-requisite:... 3 Quote to Cloud Installation and Configuration... 3 Xero Application Setup... 5 QuoteWerks Configuration... 7
More informationSpambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide
January 24, 2015 Spambrella SaaS Email Encryption Enablement for Customers, Domains and Users Quick Start Guide Spambrella and/or other noted Spambrella related products contained herein are registered
More informationCreating a User Profile for Outlook 2013
Creating a User Profile for Outlook 2013 This document tells you how to create a user profile for Outlook 2013 on your computer (also known as the Outlook client). This is necessary, for example, when
More informationFileCruiser. User Portal Guide
FileCruiser User Portal Guide FileCruiser Product Manual Contents Contents Getting Started with FileCruiser 1 Using the FileCruiser Agent 2 Desktop Shortcut 2 Log in to FileCruiser Agent 3 Using the FileCruiser
More informationGetting Started with Microsoft Outlook with Exchange Online Software from Time Warner Cable Business Class
Getting Started with Microsoft Outlook with Exchange Online Software from Time Warner Cable Business Class A Guide for Administrators Table of Contents Requirements... 3 1. Activate & Setup Online Software
More informationSetting up a Scheduled task to upload pupil records to ParentPay
Setting up a Scheduled task to upload pupil records to ParentPay To ensure that your setup goes ahead without any issues please first check that you are setting the scheduled task up on the SIMS server
More informationTable of Contents 2. Table of Contents
Outlook Integration Table of Contents 2 Table of Contents Overview... 3 Client Profiles Setup... 4 User Setup... 4 Lawtype Setup... 5 Other Settings... 6 Managing Synchronization Security Settings... 7
More informationCloud Services. Email Migration. Cloud Migration Portal Admin Guide
Cloud Services Email Migration Cloud Migration Portal Admin Guide 10/19/2014 CONTENTS Account Activation and Data Migration Cloud Migration Portal... 2 Purchase Cloud Migration License... 2 Create User
More informationMyFaxCentral User Administration Guide
faxing simplified. anytime. anywhere. MyFaxCentral User Administration Guide www.myfax.com MyFaxCentral Common Controls...1 Navigation Controls...1 Customize View...1 MyFaxCentral User Administration...2
More informationQuick Start Guide. Contents
Quick Start Guide (Revision 1.5 Sept 23, 2015) Contents 1. Introduction Page. 2 2. Getting a fax number assigned Page. 3 3. Account settings Page. 4 4. Fax-to-Email settings Page. 5 5. Email-to-Fax settings
More informationHEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE
REGISTERING YOUR ACCOUNT FOR ONLINE ACCESS HEALTH SAVINGS ACCOUNT EMPLOYER WEBSITE GUIDE A note to accountholders with multiple account types with Sterling HSA: We now support a single login for all of
More informationOutlook 2010 Setup Guide (POP3)
Versions Addressed: Microsoft Office Outlook 2010 Document Updated: 8/31/2012 Copyright 2012 Smarsh, Inc. All rights Purpose: This document will assist the end user in configuring Outlook 2010 to access
More informationQuick Start Guide. DocuSign for Dynamics CRM Online 3.1.3. Overview. Published August 2015
Quick Start Guide DocuSign for Dynamics CRM Online 3.1.3 Published August 2015 Overview This guide provides information on installing, signing, and sending documents for signature with DocuSign for Dynamics
More informationEMCAP Pilot User Guide For Microsoft Outlook 2003
EMCAP Pilot User Guide For Microsoft Outlook 2003 North Carolina Department of Cultural Resources Government Records Branch E mail Collection and Preservation Tool Grant May 2008 Part 1: Set up Contents
More informationContents. Business Solutions. Page
C 2012 Contents Page Premium User Toolbar Assistant... 2 First Time Login... 4 Login Button... 4 Subsequent Use... 5 Dial Number... 6 Redial Number... 6 Dial from Contacts (Outlook Edition)... 6 Dialing
More informationSecurity Assertion Markup Language (SAML) Site Manager Setup
Security Assertion Markup Language (SAML) Site Manager Setup Trademark Notice Blackboard, the Blackboard logos, and the unique trade dress of Blackboard are the trademarks, service marks, trade dress and
More informationUsing Blackboard ConnectTxt Outlook Add-in
Using Blackboard ConnectTxt Outlook Add-in This document is intended for those using: Outlook Add-in 1.1 Microsoft Outlook Versions 2003 (11), 2007 (12) and 2010 (14) Date: 24 th July 2012 Contents 1.
More informationSMS for REST Professional
RockendSMS Enhanced Integration SMS for REST Professional RockendSMS has newly designed and developed an upgrade to the way you send SMS through REST Professional V14 and above (RockendSMS Enhanced Integration).
More informationConfiguring Outlook 2013 For IMAP Connections
Configuring Outlook 2013 For IMAP Connections VERSION 1.0 1 P a g e U A C o n n e c t C o n f i g u r i n g O u t l o o k 2013 f o r I M A P 12/2013 Configuring Outlook 2013 for IMAP Connections Overview
More informationProjectWise Explorer V8i User Manual for Subconsultants & Team Members
ProjectWise Explorer V8i User Manual for Subconsultants & Team Members submitted to Michael Baker International Subconsultants & Team Members submitted by Michael Baker International ProjectWise Support
More information3. On the E-mail Accounts wizard window, select Add a new e-mail account, and then click Next.
To Set Up Your E-mail Account in Microsoft Outlook 2003 1. Open Microsoft Outlook 03 3. On the E-mail Accounts wizard window, select Add a new e-mail account, and then click Next. 4. For your server type,
More information1. Navigate to Control Panel and click on User Accounts and Family Safety. 2. Click on User Accounts
This document will guide you through setting up your outgoing server (SMTP) Microsoft Outlook and Windows Live Mail. There is also a section below that guides you through the manual configuration of your
More information