Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Allow NYS Pass-through Entity Tax to Estimated Payments Section in Custom Authorities

Hi Mike,  Thanks for bringing this to our attention! We do recognize PTET vouchers as long as there is a present voucher in the return. If you want the authority name to appear differently, we may ...

• View comment
• Created January 25, 2024 21:12
• 0 votes

Official comment

1. Community
2. SafeSend Suite - General Discussion
3. Notification emails re: clients uploading source docs

Hi Gina,  We are sorry to hear that you are experiencing this issue! I see that a support ticket was already opened and our development team is looking into this. Your support agent will update you...

• View comment
• Created January 23, 2024 19:56
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Request for Sent Items Message History to include Answer to Security Question

Hi Tonia,  I have included your information on this enhancement request ! 

• View comment
• Created January 23, 2024 19:51
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Email me when files are downloaded should be a user option for Exchange

Hi Tonia,  On January 20th, we did release this as an Admin Setting. An admin can follow these steps to turn this feature on for the firm: Admin Settings > Message Options > Notification Options.  ...

• View comment
• Created January 23, 2024 19:50
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Exchange Outlook plug in "keep me signed in" doesn't work in terminal server environment

Hi Tonia,  We do not currently have any known issues with the Outlook Add-in not staying signed in, specific to terminal server environments. I may ask that you put in a ticket to support@safesend....

• View comment
• Created January 23, 2024 19:44
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Out of office reply for SafeSend Exchange upload documents

Hi Tonia,  Thanks for the feedback. I see that your CSM already entered this enhancement on your behalf! 

• View comment
• Created January 23, 2024 19:41
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Add option for Exchange Support Contact to be the sender

Hi Tonia, Thanks for the feedback! This enhancement is something on our radar and that we have on our roadmap. We do understand how this could be a painpoint for firms and look forward to releasing...

• View comment
• Created January 23, 2024 19:39
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. SafeSend Exchange remember Q&A Answers

Hi Tonia,  This feature was released on 1/20. You can view our Product Release Notes for more information! 

• View comment
• Created January 23, 2024 19:32
• 0 votes

Official comment

1. Community
2. SafeSend Suite - General Discussion
3. SafeSend Exchange Drop-Off Links providing "recipient" info instead of "sender" info

Hi John,  This is a known issue that we have our development team looking into. To ensure your report is documented and we can communicate any updates with you, please email support@safesend.com to...

• View comment
• Created January 22, 2024 18:55
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Feature Request: SafeSend Signature Templates

Hi Max,  Thanks for providing this feedback! I see 2 requests here: Ability to store a document template that will allow faster/easier processing when sending a specific document type to a client....

• View comment
• Created January 19, 2024 20:46
• 0 votes