How Your Clients Will Use Share Safe

You must provide clients with your firm-specific URL so they can access Share Safe. You can paste the URL into an email or other document as needed. You can also add a link to Share Safe on your Web site. When you send a file using Share Safe, the URL is included in the email notification the recipient receives.

To copy the URL from within Document, select Share Safe > Share Safe URL on the main Document button bar.

Click a link below to see the process your clients will use to send or receive files with Share Safe.

Note: The instructions are written from the perspective of the client. If needed, you can copy and paste these instructions into an email or other document.

ClosedSend a file with Share Safe.

You can send up to 20 files per message, up to a limit of 1 GB total size.

  1. Enter the firm-specific URL in a Web browser.
  2. Enter your email address and name. Optionally, you can also enter your company name and contact number.
  3. Click Send a File.
  4. In the Send file to box, select the name of the person you are sending the file to, if it is not already selected.
  5. Enter a subject for the message.
  6. Enter your message.
  7. To add files to the message, either drag and drop files on the Files box, or click Add File to select files.
  8. Click Send.
  9. Click Logout.

ClosedReceive a file with Share Safe.

When a firm member sends you a file, you will receive two emails. The first email includes a hyperlink to your file. The second email includes a file access key that you must enter before you can download the files. Once you receive these emails, do the following to download your files:

  1. Click the firm-specific hyperlink in the first email message.
  2. Enter your email address and name. Optionally, you can also enter your company name and contact number.
  3. Click Download a File.
  4. Copy the file access key from the second email message, and paste into the Enter File Access Key box.
  5. Click Submit.
  6. Click Download to begin downloading all the listed files. If you only want to download some of the listed files, select the check boxes for those files before clicking download.

    Note: If multiple files are downloaded at one time, they will be packaged in a ZIP file.

  7. Click Logout.