Requesting a File with Share Safe

You can use Share Safe with the Microsoft® Outlook® plug-in to request a file from a client. When you request a file this way, a link to your firm's Share Safe site is automatically inserted in the email request you send the client. The client can click the link in the request email to begin the process of uploading the file.

To request a file from a client, do the following:

1. In Outlook®, create a new email.
2. Enter the recipient email address, subject, and body of the email as usual.
3. Click the CCH Axcess tab on the ribbon.
4. Click Request a File to add instructions for using Share Safe and a hyperlink to your firm's Share Safe site to the end of the email.
5. Click Send.