Posts – SafeSend Help Center

SafeSend Organizers and Gather - My Downloads

Annie M. February 06, 2025 16:47

7 votes 0 comments
SafeSend Organizer - Finish button

Ji Yun Im April 25, 2025 16:26

6 votes 2 comments
Gather Enhancement - Allow Firms to see/edit DRL before Client Completion

Char Watson May 07, 2025 16:55

5 votes 0 comments
SafeSend Organizer Best Practices

Gina Willhite February 07, 2024 21:10

4 votes 3 comments
Organizers - Finish button Update

Michelle Spencer March 25, 2025 20:02

3 votes 3 comments
Gather Email - Salutation Request

R Kahley May 16, 2025 13:23

2 votes 0 comments
API - Gather - Download Source Documents webhook does not provide AI recognized filename update

Jon Diercks April 14, 2025 17:45

2 votes 0 comments
Time Out Feature

Madison Coalson March 10, 2025 12:46

2 votes 1 comment
Organizer settings for Gather - Is Classic a possiblity?

Alison Bentley September 04, 2024 23:28

2 votes 1 comment
Manual Sign-ability to turn off

Gina Guggenbiller May 14, 2025 19:40

1 vote 1 comment
CPACharge Integration_payment notification

Denise Hannigan April 30, 2025 20:39

1 vote 1 comment
Client Portal

Michelle Spencer March 25, 2025 20:08

1 vote 0 comments
Similar Set-Up Across All Products

Michelle Spencer March 25, 2025 20:04

1 vote 0 comments
TTC in Protected Mode

Frank Giambruno February 07, 2025 22:27

1 vote 0 comments
Gather - UT Organizers - Lite-1 Page

Brandon Farmand February 06, 2025 14:49

1 vote 0 comments
Gather - client missed something?

Brandon Farmand January 31, 2025 14:44

1 vote 0 comments
January release date?

Brandon Farmand January 03, 2025 13:25

1 vote 1 comment
SS Gather and secure files from clients

Susan McIlvaine December 12, 2024 22:07

1 vote 0 comments
Reposting - New TTC Version 6.0.X

Stephen Gintz August 15, 2024 15:40

1 vote 1 comment
Organizer Tips and Tricks

Annie M. December 09, 2022 15:05

1 vote 0 comments
SafeSend Returns - Best Practices

Annie M. May 24, 2022 18:20

1 vote 0 comments
February 25, 2022 Product News for the SafeSend Suite-Updated

Permanently deleted user February 25, 2022 12:51

1 vote 2 comments
February 9, 2022 Product News for the SafeSend Suite

Permanently deleted user February 09, 2022 13:05

1 vote 0 comments
Creating or Modifying Bookmark Templates

Brent Ross February 01, 2022 15:27

1 vote 0 comments
CPACharge-surcharge

Gina Guggenbiller May 14, 2025 19:42

0 votes 2 comments
Gather AI Best Practices

Paula Santacesaria May 14, 2025 19:09

0 votes 1 comment
Ability to update the Default Zoom Level of a Bookmark Template

Kimala Hockey May 09, 2025 16:04

0 votes 0 comments
Append PDF pages a s a single bookmark

Kamala King May 05, 2025 15:17

0 votes 0 comments
TicTie Calculate Version 5.0.29 - Official Release

Andrew VanVladricken May 02, 2025 14:56

0 votes 3 comments
SafeSend Product News - April 26th, 2025

Andrew VanVladricken April 26, 2025 13:11

0 votes 0 comments