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Email Notifications

It would be helpful to receive an email notification when a client sends you something via SafeSend Exchange.

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Comments

2 comments
  • Hi Jon, 

    Thank you for providing this feedback! Our product team is aware of the need for these notifications and we plan to release a feature like this soon. We see that your firm has already been added to the list of firms who have requested this. 

    Have a great day!

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  • Agreed, Jon! This is one feature missing from Exchange that is making us hesitant to switch our portal system entirely this busy season.

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