Firm Usage Reference Articles

Use these quick reference guides to help your users process and deliver documents to clients, and manage delivered documents.

SafeSend ONE

Client Portal Overview

Electronic Signatures

Send for Signature

Mail Merge Guide

[Video] Mail Merge Guide

Signature Reports

Organizers

Print Settings for Organizers

Processing an Organizer

Uploading Batch Organizers

Organizer Reports Overview

Tax Returns

Recommended Print Settings

Processing a Return

Grouped Returns: Processing and Delivery

Grouped Returns Reporting

Delivered Returns Dashboard

Delivered Returns: Action Menu

Delivered Returns: Bulk Action Icons

Extensions

Processing an Extension

Extensions Reports

Exchange

Composing a New Secure Message Online

Composing a New Secure Message From the Outlook® Plug-In

Document Request List (DRL)

Next Gen Gather AI

Print Settings for Organizers

Processing a Gather Request

Uploading Batch Gather Requests

Delivered Gather Report Overview

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