Chelsea James

Total activity 18
Last activity December 04, 2024 13:35
Member since January 26, 2023 17:54

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Chelsea James created a post, January 31, 2023 13:37
Completed

Allow an option to turn off reminder for one client document without archiving
1. Community
2. SafeSend Suite - Feature Requests
We have a lot of clients who have requested to stop getting reminders for various reasons, and we would like the option to change the frequency of one document/client's reminder or turn it off alto...
- 3 followers
- 1 comment
- 1 vote
Chelsea James created a post, January 26, 2023 18:30
Answered

Organizers - put Finish button on final page only
1. Community
2. SafeSend Suite - Feature Requests
Several of our clients only complete the first page or two and then click Finish because they think if there is a Finish button on that page, there are no more items to fill out. We have had many i...
- 4 followers
- 4 comments
- 5 votes
Chelsea James created a post, January 26, 2023 18:04
Planned

Auto Add Client Names - SS Signatures Message / Email
1. Community
2. SafeSend Suite - Feature Requests
We have many entity clients that are managed by just a handful of managers, and the managers are very confused by the general language of the Email / Subject Line. We send the same documents to sev...
- 2 followers
- 1 comment
- 1 vote