Answered

SafeSend Signatures - Preview sent document

SafeSend Signatures allows us to send multiple documents in one transmission.

The Document Name and Document Type are all we have to determine, what had been sent to the client. The only way to ensure the form matches the description, is to download the document. The impacts the actual signature status of the form.

It would be helpful to view a thumbnail or preview of the pending document, rather than downloading the form. 

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  • Official comment

    This is wonderful feedback that can certainly be beneficial to your firm and others. I have passed this information along to our Product and Development team for review. 

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