Alyse H.
Comments
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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. ...
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Official comment
Hi Danielle, thank you for the suggestion! Considering this is an available feature with Signatures, something like this could provide more consistency across the platform. We will pass this along ...
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Official comment
Hi Aaron, We recieved this same feedback from some other users and our product team made the decision to update this logic. You should now see that a numerical number can be entered in this field.
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Official comment
Hi Marty, the message not being visible when the DRL is opened is something we have had a lot of feedback on. We have recently confirmed that this is something already on our roadmap. We should see...
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The program has always cut off automatic reminders after each deadline date. The workaround to this was to recall and redeliver the return to reset the delivery date. I cannot speak as to 'Why' it ...
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Official comment
Reminders are set and scheduled once a return is delivered, so yes, this would be the only way to re-enable as reminders wouldn't be On for non-delivered items. Brandon- Please submit a ticket to ...
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You should be able to click the status if it says Uploaded, Finished, or Downloaded. As long as some documents have already been downloaded, you should have the option to click. If no documents hav...