Answered
Ability to Print Out the Custom Questions
Our firm has a number of clients who can't/refuse to do anything electronically so we have to send them paper copies of the letter of engagement and organizer. We have completely done away with the UT questionnaire and moved to the custom questions in SafeSend because they are fantastic, but we need a way to print them out to send to our "paper only" clients - is there a way you could add this feature?
Comments
Hello Vicki,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
I also think this would be beneficial.
Agreed, this would be very helpful for some of our elder clients.
Totally agree - not just our elder clients, but many of our clients ask for this.
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