Posts – SafeSend Help Center

Safe Send Returns - Delayed Delivery

Trent Wolfe September 18, 2024 18:49 Answered

11 votes 3 comments
SS Gather - Custom Questions Description Blocks

Tasha Arnold September 18, 2024 16:21 Answered

1 vote 2 comments
Organizer - Source Documents "Downloaded by" should include API retrieved

Katie Olson September 17, 2024 19:09 Answered

7 votes 2 comments
Grouped returns - adding office location

Sarah Baggett September 17, 2024 18:51 Answered

3 votes 1 comment
SS Returns - Reminders

Nanette Pennetta September 16, 2024 20:32 Answered

9 votes 3 comments
SS Returns - Instructions and Amounts from Transmittal Letter

Brittany Sharpe September 16, 2024 11:28 Answered

1 vote 2 comments
Organizers Report - Need Column for Source Document Reminder Date

Vicki Cap August 27, 2024 18:38 Answered

4 votes 1 comment
SafeSend Signatures - Two Enhancement Requests

Valerie Souto August 23, 2024 15:00 Answered

6 votes 3 comments
Archive Shut-Off

Alyssa Thomson August 22, 2024 19:22 Answered

5 votes 1 comment
Extensions - Support 1120-REIT

Nanette Pennetta August 22, 2024 14:10 Answered

1 vote 1 comment
Signatures - Identify document to client in completed E-mail Notifications

Alison Bentley August 22, 2024 01:58 Answered

5 votes 2 comments
SafeSend Signatures - Preview sent document

Mandy Burton August 21, 2024 15:45 Answered

9 votes 1 comment
SafeSend Exchange Folders

Boris Fernandez August 21, 2024 14:31 Answered

3 votes 1 comment
Questionnaire/Custom Questions in Gather

Alison Bentley August 21, 2024 00:47 Answered

8 votes 2 comments
Entites in Gather

Alison Bentley August 20, 2024 19:42 Answered

7 votes 1 comment
TicTie Calculate Bookmark Tools

Cindy Owens August 16, 2024 19:19 Answered

0 votes 1 comment
Correct document sent in Signatures

Cindy Owens August 16, 2024 19:12 Answered

9 votes 3 comments
SafeSend Returns for Entities-Enhancement

Jennifer Bishop August 12, 2024 22:14 Answered

20 votes 5 comments
Cross Referencing Returns and Signatures

Summer Berry August 06, 2024 17:34 Answered

5 votes 4 comments
Returns - Remove watermark from transmittal letter section

Donna Brannock July 31, 2024 17:23 Answered

3 votes 1 comment
Organizers/Returns - Update contact person for upload/completion/signing notifications

Donna Brannock July 31, 2024 17:20 Answered

9 votes 1 comment
SS Returns Additional E-Sign Document - Download with Name of Document Type

Nanette Pennetta July 30, 2024 17:02 Answered

12 votes 3 comments
Adding "Signing Completed Date to Delivered Returns

Kristina Croskey July 11, 2024 15:44 Answered

13 votes 2 comments
SafeSend Extensions - Review vs Sign Button

Katelyn Roy July 10, 2024 15:32 Answered

4 votes 1 comment
SS Returns & SS Extensions-Add Note Option to Actions

Nanette Pennetta July 09, 2024 20:26 Answered

4 votes 1 comment
SafeSend Organizers Open/Close button.

Aaron Rider July 08, 2024 19:07 Answered

7 votes 1 comment
Group Returns K-1 Distribution Tracking

Lavonda Taylor July 08, 2024 16:45 Answered

5 votes 1 comment
Auto-population of e-mail addresses in SafeSend Signatures

Alison Bentley June 26, 2024 16:40 Answered

16 votes 1 comment
Allow Clients to Turn Off Reminders

Kristina Croskey June 26, 2024 13:51 Answered

28 votes 6 comments
Multiple Enhancements Requested for TTC V5.0

Jessi Eghtedari June 25, 2024 18:49 Answered

2 votes 2 comments

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