Janell Petrocelli

1. Community
2. SafeSend Suite - Feature Requests
3. Portal Dashboard Upset

I completely agree. This was an unexpected change with no warning at the end of January. We were new users to Gather AI this year and spent a significate amount of time in November and December cre...

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• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather - manual changing of SP Binder Status

I agree 100%. It would also be nice if you could select which documents were sent to the binder, including the questionnaire and organizer. Sometimes clients upload duplicate documents or documents...

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• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Gather AI - Archived Clients Dashboard Enhancement

The archived section is so hard to read and needs to be customizable like the delivered section. In order to sort through all of our clients we have been closing and archiving clients, but once the...

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• 3 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather - Custom Status column for internal sorting

I echo both comments. Sorting has been an absolute mess for our team this year. A custom field for notes that appears in the grid would be helpful.  Also, the requested documents column status need...

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• 4 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather Questionnaire download partial

The questionnaire should also be included in the send to SP binder package. 

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• 3 votes