Celeste McLain

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Last activity November 25, 2025 17:11
Member since February 12, 2025 19:09

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Celeste McLain created a post, November 25, 2025 17:11
DRLs Setup on Recurring Schedule
1. Community
2. SafeSend Suite - Feature Requests
It would be great to have a feature to send document request lists/templates out automatically on a monthly schedule. Specifically for monthly accounting reconciliation that require bank statements...
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Celeste McLain created a post, February 18, 2025 16:35
Answered

Language Translation - Spanish
1. Community
2. SafeSend Suite - Feature Requests
We have clients who only speak Spanish. Can SafeSend add a translation feature?
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- 1 comment
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