Planned
Automatic Reminders for SafeSend Exchange Document Request Lists
Our firm would like to see an automatic reminder option added to SafeSend Exchange Document Request List to help alleviate the need for staff to remember to send manual reminders for clients to complete the Document Request Lists.
Comments
Hi Chelsea! We do have an item for this in our backlog, so this is something we are working on! We do not have an ETA at this time, but we look forward to providing this update in one of our future product releases.
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