Answered
SafeSend Organizers-Reminders Source Documents
Please add a column on filters that allow us to see the last time a Source Document Reminder was sent out. As I mentioned in a prior Feature enhancement request, we do not download until all 3 icons have been completed. We do send reminders manually for the Source Documents to help prompt the client to contact us if they are done. With this being said if we had the product enhancement of a client being able to hit finish under source docs upload even though they have uploaded all of their documents in the organizer that would be super helpful.
Comments
Hello Kim,
Thank you for your feedback! I 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.
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