Alyse H.

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Signature Expiration Settings

Hi Nick, I can certainly see why adding more expiration options would be beneficial! I have submitted this request to our product team to consider implementing against our current roadmap. 

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• Created July 20, 2023 20:51
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Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. MFJ Review Returns Before Signing

Hi Nick, a primary reason why the return is sent to 1 user at a time is due to the way the software is able to retrieve the signatures. Once the first spouse signs the return, we 'print' the signat...

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• Created July 20, 2023 20:47
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Filing Instructions with Respective Returns

Hi Nick, thank you for reaching out! There are a few things to unravel here: 1. An admin can update the way that the return appears by following these steps: Settings > General > Download Options >...

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• Edited July 10, 2023 20:22
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Grouped Returns - sent to ERO

Hi Marty, thank you for providing this feedback! We have had other requests to update the notifications for grouped returns and are planning to update these in a future release. 

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• Created July 06, 2023 14:30
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Ability to see and search all returns delivered on single screen, regardless of grouped or archived status

Hi Marty, the requests we receive are considered and implemented on a priority basis and planned significantly in advance. The ability to mass search for a client is one of our larger features that...

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• Created June 27, 2023 16:23
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Update Contact Info

Hi Marty, we have a ticket in with our development team and I will update you once I have confirmed this information.

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• Created June 27, 2023 16:12
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Optional Signature Boxes on Additional E-sign Documents

Hi Heather, I am pleased to let you know that we do plan to implement this function in an upcoming product release for Organizers. We do plan to implement this with other modules as well at a later...

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• Created June 21, 2023 19:18
• 0 votes

Official comment

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

Hi Lavonda! While we don't currently have the option to change the status to manually signed, there are some other options you can utilize. We might suggest that you cancel the document (this can b...

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• Created June 07, 2023 19:33
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Update Contact Info

Hi Marty, We are currently looking into this to confirm whether this is by design or if there is an error occurring. We will follow up with you once we gain more information, and know how to procee...

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• Created June 07, 2023 17:49
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer Source Documents

Thank you for the clarification! While I cannot confirm if this is something on our roadmap, I will get this submitted for consideration. 

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• Created May 24, 2023 16:51
• 0 votes