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Firm Education & Training for SafeSend Solutions

Even with an intuitive technology solution, a little guidance saves time. Take advantage of live free training for your SafeSend solutions as a refresher or to help onboard new employees. Additionally, check out downloadable resources to help you communicate your firm’s adoption of SafeSend with clients.

Free Live, Online Training

Get your team up-to-speed with SafeSend solutions. Trainings are offered free of charge and topics are updated throughout the year.

SafeSend Returns

What's New in the
SafeSend Suite

Offered every Monday
12:00 p.m. ET / 9:00 a.m. PT

Offered every Thursday
3:00 p.m. ET / 12:00 p.m. PT

Register

SafeSend Returns

SafeSend Returns:
The Basics and Refresher Training

Offered every Tuesday
3:00 p.m. ET / 12:00 p.m. PT

Register

SafeSend Organizers

SafeSend Organizers
Training

Offered every Wednesday
3:00 p.m. ET / 12:00 p.m. PT

Register

SafeSend Signatures

SafeSend Signatures
Training

Offered every Tuesday
1:00 p.m. ET / 10:00 a.m. PT

Register

SafeSend Exchange

SafeSend Exchange Setup
and Navigation

Offered every Friday
1:00 p.m. ET / 10:00 a.m. PT

Register

View How-To Videos on YouTube

Looking for guidance on a specific feature? Check out our how-to videos on our YouTube channel and subscribe.