SafeSend Mail Merge
It appears that when we used Mail Merge to send engagement letters, the signature block was not "required".
We have been receiving "Signature Request Complete" notifications, but the documents are not signed by the client, only date stamped.
Please make the signatures a required field.
Comments
So, I am trying to follow these instructions to make it a required field, but it's not working Mail Merge Guide – SafeSend Signatures
Hi Sherry. I feel your pain! This happened to me last year and I complained and they have not addressed it as yet. When you are in the word document, click on the signature box in the document and on the right side where is has the SafeSend Signature Placement box at the very bottom there is a "Required" box that needs to be checked.
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