Posts – SafeSend Help Center

Group Returns - Delegate Signing Reminder

Nanette Pennetta September 24, 2024 14:50 Answered

8 votes 2 comments

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

Organizer settings for Gather - Is Classic a possiblity?

Alison Bentley September 04, 2024 23:28

2 votes 1 comment

DRL from Gather

Tasha Arnold August 29, 2024 14:58 Completed

7 votes 5 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

Document Request List - Exchange - Send to multiple people

Kristen Elmore August 21, 2024 19:40 Completed

5 votes 4 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

Reposting - New TTC Version 6.0.X

Stephen Gintz August 15, 2024 15:40

2 votes 2 comments

SafeSend Returns for Entities-Enhancement

Jennifer Bishop August 12, 2024 22:14 Answered

20 votes 5 comments

Gather testing - Axcess tax-Request Document not working

Aida Figgins August 12, 2024 19:54

0 votes 1 comment

TicTie Calculate Version 5.0.26 - Official Release

Andrew VanVladricken August 09, 2024 12:35

0 votes 0 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

Group Returns - Delegate Signing Reminder

Safe Send Returns - Delayed Delivery

SS Gather - Custom Questions Description Blocks

Organizer - Source Documents "Downloaded by" should include API retrieved

Grouped returns - adding office location

SS Returns - Reminders

SS Returns - Instructions and Amounts from Transmittal Letter

Organizer settings for Gather - Is Classic a possiblity?

DRL from Gather

Organizers Report - Need Column for Source Document Reminder Date

SafeSend Signatures - Two Enhancement Requests

Archive Shut-Off

Extensions - Support 1120-REIT

Signatures - Identify document to client in completed E-mail Notifications

Document Request List - Exchange - Send to multiple people

SafeSend Signatures - Preview sent document

SafeSend Exchange Folders

Questionnaire/Custom Questions in Gather

Entites in Gather

TicTie Calculate Bookmark Tools

Correct document sent in Signatures

Reposting - New TTC Version 6.0.X

SafeSend Returns for Entities-Enhancement

Gather testing - Axcess tax-Request Document not working

TicTie Calculate Version 5.0.26 - Official Release

Cross Referencing Returns and Signatures

Returns - Remove watermark from transmittal letter section

Organizers/Returns - Update contact person for upload/completion/signing notifications

SS Returns Additional E-Sign Document - Download with Name of Document Type

July 27th 2024 Product News for the SafeSend Suite