Answered
SS Returns Additional E-Sign Document - Download with Name of Document Type
When downloading an additional e-signed document in SafeSend Returns the name of the file is always "other signed document" It would be very helpful to have the document type that is assigned (i.e. Engagement Letter) in the name of the downloaded document so it is easy to identify. We can add different document types, they should be in the name of the downloaded document.
Comments
This is a wonderful suggestion! I can see how it would be beneficial for firms who consistently use the Additional E-Sign documents section when sending returns. This feedback has been submitted to our product team to consider in a future release.
I agree, we have to identify what the document is before we're allowed to send it to SafeSend so the system should be able to read what type it is. I have to spend a lot of time renaming files when we get them back.
Agreed, we spend time opening each document to see what is included and then relabel to save in our filing system.
Please sign in to leave a comment.