Alyse H.
Comments
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Hi Nanette, Please review my previous response, as there is a viable workaround to close a signature document! You can also turn off automatic reminders for a document by following these steps: Se...
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I am pleased to let you know that this feature has officially been added to the Signatures module and we plan to implement it as we continue to update the design for the other modules within the Su...
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I am pleased to let you know that we will be implementing something similar to this in our product release at the end of the month. You will find that the navigation menu will save based on the las...
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Official comment
Hi Debbie, thank you for providing this feedback! It sounds like you want to see more reporting areas for when a return was sent with the setting "Require taxpayer to pay the invoice prior to revie...
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Hi David, We may need some more clarification on the use case for this scenario. Are you sending the document with other recipients who need to sign, or is it only for yourself? A possible solutio...
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Official comment
Hi Chelsea! We do have an item for this in our backlog, so this is something we are working on! We do not have an ETA at this time, but we look forward to providing this update in one of our future...
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Official comment
Hi Tami, Thank you for the suggestion. I am pleased to let you know our product team is already working to add custom categories for Gather to address this issue. We look forward to providing this ...
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Official comment
The Client View for Client Portal was released in our 2024 Q4 product release. This feature can be found by accessing the Client View > Select client name in upper right corner > Access Client Port...
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Official comment
Hello All, This feature will be available in our Q4 product release on 1/24/2025. Have a good day!
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Official comment
Hello All, We did release a feature that I believe covers what is being asked for in this request. You can customize the pages quickly using the Select Organizer Pages in the Organizer section. ...