March 4, 2022 Product News for the SafeSend Suite
An update to SafeSend products was released. Look below for more information on the changes.
SafeSend Organizers
Improvements
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A new global Change Status button is available on the Organizer Reports page for proforma organizers. Users can select multiple organizers and manually change their status to Manually Signed for engagement letters and Manually Completed for organizers. These statuses will be shown on organizers and can be applied as filters.
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Only engagement letters with the statuses Awaiting E-sign, Reviewed, and Partially Signed can have their statuses manually changed.
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Only organizers with the statuses Delivered and Partially Completed can have their statuses changed.
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Once a document's status has been changed to Manually Signed or Manually Completed, it cannot be changed back.
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After a document's status has been changed, taxpayers will not be able to sign or complete the document(s). However, they will see an option for downloading the document(s) from the Summary page.
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Organizer statuses now reflect taxpayer and CPA behavior more precisely.
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The Source Document Status of an organizer will only change to Downloaded when the user has downloaded all source documents. If even one source document has not been downloaded, the status will remain Uploaded.
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The Uploaded status will be shown as black text if no source documents have been downloaded. If some source documents have been downloaded but others have not, the Uploaded status will be shown as a blue hyperlink. Clicking on this link shows a Download Details pop-up that lists the document name, its download status, and time it was downloaded (if applicable).
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If an organizer has a Source Document Status of Downloaded and then the taxpayer uploads a new source document, the organizer status will change back to Uploaded.
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SafeSend Extensions
Improvements
- Changed icons on the Set Access and Export to Excel buttons to be in alignment with other products in the SafeSend Suite.
- Made improvements to controls available in the Filing Form tab in relation to signature control settings chosen in Delivery Options.
SafeSend Exchange
Resolved Issues
- Fixed an issue with expiration messages where documents were delivered via the drop-off link. Email notifications will now be received when the expiration date is approaching.
Comments
Hi Dennis,
Thanks for providing your feedback. It's unfortunate that you feel we haven't prioritized features you would find helpful. We'll have a SafeSend representative reach out to you to discuss your concerns.
A new global Change Status button is available on the Organizer Reports page for proforma organizers. Users can select multiple organizers and manually change their status to Manually Signed for engagement letters and Manually Completed for organizers. These statuses will be shown on organizers and can be applied as filters.
This welcome feature is only available for one-off organizers, but not for batch organizers. One-off Organizers represent less than 2% of the total organizers we have processed, so this feature is of little use to us. I would really like some development time to be shifted to the batch organizers.
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