Klaire Woodin

Klaire Woodin commented, May 14, 2025 20:16
Does it not charge them the fee??
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Klaire Woodin created a post, April 04, 2025 16:36
Manual Sign
1. Community
2. SafeSend Suite - General Discussion
Can we please just get rid of the "manual sign" option. too many clients click this and I don't really see the purpose? Or can it be an option to turn this off?
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Klaire Woodin commented, March 18, 2025 12:58
You are able to filter by uploaded
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Klaire Woodin commented, February 17, 2025 14:47
Or that if a client clicks finish on the upload process it also prompts them to click finish on any steps that aren't complete!
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Klaire Woodin created a post, February 04, 2025 21:18
Answered

SafeSend Portal
1. Community
2. SafeSend Suite - Feature Requests
A LOT of our clients are getting confused between the "lets get started" button and the "Client portal" button. They are thinking the client portal is the organizer and then when they go to log in ...
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Klaire Woodin commented, February 01, 2025 14:05
I second Sarah's request!
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