Alyse H.

1. Community
2. SafeSend Suite - Feature Requests
3. Allow an option to turn off reminder for one client document without archiving

Hi Chelsea, automated reminders for Organizers are able to be turned off for each separate organizer. If you select the organizer > select "Send Reminder" at the top > Automated Reminders. Here you...

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• Created February 03, 2023 19:28
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Enhancements

Hi Georgia! This is a highly requested item that our product team is taking into consideration, although we do not plan to have this released this busy season. We are looking at ways to revamp the ...

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• Created February 03, 2023 19:19
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Send to Spouse for Signature button instead of "Finish" - Engagement Letters

Hi Amy,  Thank you for providing this feedback! We certainly see why changing this verbiage would be a beneficial way of improving these steps. We will pass this information along to our product te...

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• Edited January 27, 2023 21:57
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Organizers - put Finish button on final page only

Hi Chelsea and Jennifer,  Thank you for providing this feedback! One thing we implemented this last year to help avoid this issue is that when a user clicks on 'Finish', there is a message that pop...

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• Created January 26, 2023 20:56
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer - Other Income, Continued

Hi Marty,  Thank you for providing this feedback! I will be sure to provide this information to our product team so they can consider this for the next Organizer season. 

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• Created January 26, 2023 20:27
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Signatures enhancements

Hi Craig, thank you for providing this feedback! I would be happy to submit this to my development team to consider implementing in the future. I would like to offer a solution to your second reque...

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• Created January 09, 2023 21:24
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Need changes to security on signed documents

This issue was resolved by printing the document directly into WorkPapers.

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• Created January 09, 2023 20:40
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Multiple screen download

Hi Craig, thank you for reaching out! It sounds like there may be an underlying issue here and we want to help! Please email support@safesend.com so one of our representatives can assist with this....

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• Created January 09, 2023 19:32
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Need changes to security on signed documents

Hi Misti! Thank you for providing this feedback. I am going to reach out to your directly to get some more information.  Have a great day!

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• Created January 05, 2023 21:18
• 0 votes

Official comment

1. Community
2. SafeSend Suite - Feature Requests
3. Signatures - Order of Signing

Hi Rich,  Thank you for your suggestion! I will pass this along to our development team.  For now, we may suggest using the new Automated Reminders feature, which can be found in our Signature Sett...

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• Created December 30, 2022 15:59
• 0 votes