Sending and receiving
How do I create and manage a collection project?
A collection project lets you receive documents without having to send an envelope to each person. You create a project, you list the documents you expect, then you share one single public link: on your website, in your email signature, wherever you ...
How do I send a secure email from the web portal?
The Secure Exchanges online portal allows you to send a secure message without using your email application (Outlook, Gmail, etc.). Here is how. Step 1: Log in to the online portal Log in to your account, then click on "Send a secure email". Once ...
How do I send a secure envelope from the web portal?
The secure envelope allows you to receive information or documents in a protected manner, without your recipient needing a Secure Exchanges account. Here is how to generate an envelope from the online portal. Step 1: Log in to the online portal Log ...