How can I secure replies and responses to my sent messages?
The Protected Returns feature automatically secures everything your clients send back to you through a Secure Exchanges delivery. It applies to:
- signed documents
- files placed in an envelope
- any content your client sends back using the "Reply" button in Secure Exchanges, after accessing your secure message
When this protection is activated, all returns remain confidential when they arrive in your email inbox.
Note: This feature is only available with Pro licences.
How does return protection work?
- You send a secure message or a confidential information recovery envelope.
- Your client opens your message in the secure environment. If they click the "Reply" button, upload a document, or complete a signature, their return is automatically protected.
- When you receive this return in your email inbox, you must first authenticate to access the content, using an SMS code or Microsoft, depending on the option selected.
Step 1: Log in to the Secure Exchanges online portal
Log in to the Secure Exchanges online portal. For the procedure, see Log in to the Secure Exchanges online portal.
Step 2: Go to the My Account tab
On the left, click the "My Account" tab.
Step 3: Secure the files sent back to you
Scroll down until you see "Secure the files that are sent back to you", then select an authentication method:
- SMS: receipt of a secure code.
- Microsoft: sign in using your Microsoft account.
Warning: Make sure your mobile phone number and area code are entered correctly if you use SMS code protection, as the authentication code will be sent to you by SMS.
Step 4: Save your changes
Click "Save".
Need help?
Our team is available to assist you. Write to us at support@secure-exchanges.com
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