Online Help Center
Get instant answers to common questions and learn how to use SendSafely like a pro.
Salesforce Integration
- Salesforce Integration Overview
- SendSafely Salesforce Integration Setup Checklist
- Installing the SendSafely Agent App for Salesforce
- Installing the Dropzone Connector for Salesforce (AWS Lambda)
- Installing the Dropzone Connector for Salesforce (GCP)
- Installing the Dropzone Connector for Salesforce (Microsoft Azure)
Zendesk Integration
- Zendesk Integration Overview
- Installing the Portal Widget for Zendesk
- Installing the Zendesk Agent App
- Installing the Dropzone Connector for Zendesk (AWS Lambda)
- Installing the Dropzone Connector for Zendesk (Microsoft Azure)
- Installing the Dropzone Connector for Zendesk (GCP)
Intercom Integration
Freshdesk Integration
- Installing the Dropzone Connector for Freshdesk (AWS Lambda)
- Installing the Dropzone Connector for Freshdesk (GCP)
- Installing the Dropzone Connector for Freshdesk (Microsoft Azure)
- SendSafely Freshdesk Integration Setup Checklist
- Freshdesk Integration Overview
- Installing the Portal Widget for Freshdesk
SendSafely Actions
- SendSafely Actions Overview
- Creating Workflows with SendSafely Actions Editor
- Creating Workflows with SendSafely Actions API
- Managing your SendSafely Actions
- Using Service Accounts for Enterprise Actions Workflows
- Transferring Actions Workflow Ownership
Quick Start Guides
Quick Start Videos
SendSafely Dropzone
- Dropzone Contact Groups
- Dropzone Management for Non-Admins
- Hosted Dropzone Set Up
- Dropzone Connectors
- Dropzone Management for SendSafely Administrators
- Embeddable Dropzone Widget Overview
SendSafely Workspaces
- Bulk Workspace Transfer for Admins
- Adding Contact Groups to Workspaces
- Workspace Sub Folder Access
- Transferring Workspace Ownership
- Downloading Multiple Workspace Files and Folders
- Archiving and Restoring Workspaces
General Information
- "What is SendSafely?" Template for Customer Hosting
- User Roles
- SendSafely for Individuals - Plan Limits
- SendSafely for Team, Business, and Enterprise - Feature Limits
- SendSafely for Team, Business, and Enterprise - Data Limits
- Two-Factor Authentication
User Help Center
- Using Contact Groups for teams
- Using your SendSafely Personal URL
- Best Practices for Using Trusted Browsers
- Exporting and Importing a Trusted Device Key
- Obtaining an API Key and API Secret
- Resetting your Password
SendSafely Outlook add-in (New)
SendSafely Outlook Plugin (Legacy)
- Error "The program cannot access the file because it is being used by another process"
- Update for SendSafely Outlook Plug-in (Standalone Installer)
- Outlook Plug-in Release Notes by Version
- Installing the Outlook Plug-in
- The SendSafely Plugin has Disappeared from Outlook!
- SendSafely Buttons are disabled / greyed-out
SendSafely for Chrome and Gmail
Platform Integrations
- Universal Chatbot Connector
- Installing the Dropzone Connector for Jira (AWS Lambda)
- Installing the SendSafely Slack App
- Using the SendSafely Slack App
- Installing the Dropzone Connector for Jira (Google Apps Script)
- Marketo - Dropzone Integration Guide
SendSafely APIs
Tools and Utilities
Enterprise Help Center
- Converting Dropzone Accounts to No-Login Service Accounts
- Guest SSO Login
- SAML SSO SCIM Provisioning
- Master Key Rotation
- Setting up a custom URL for your SendSafely portal
- Upload using Google Drive
Frequently Asked Questions
- What is SendSafely?
- Can SendSafely Read my Files and Messages?
- Don't Other File Exchange Services have Encryption?
- Is Browser Crypto Safe?
- Is SendSafely better than my "secure" email system?
- Why does my Email Have a Link to app.sendsafely.com?