Answered
Cross Referencing Returns and Signatures
Will there be a way that SafeSend can cross reference when there are engagement letters for a specific client number in the Returns section and the Signatures section.
For example, if a client does not sign the original engagement letter we send at the beginning of the year so we include one in the additional signing portion of the return. Even just an alert email would help with clean up across systems.
Comments
Hi Summer. This sounds like a very useful feature for users! I have submitted this feedback submitted to our Product team to review. I may suggest looking into APIs. I will reach out to send more information on how APIs can be helpful in automating this process. Thank you for providing this valuable feedback.
Hi Chelsy. Can you send me the information on an API for this?
Also would like info if there is an API available for that. Thank you.
Hello. Various APIs can be used to build a custom workflow. If you would like additional information on APIs and how they can automate processes, please reach out to your customer success manager for assistance. If you do not know who that is, please email customersuccess@safesend.com
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