Alyse H.
Comments
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Official comment
Hi Tish, if you click on the Source Document Status, you will see the download status for each uploaded document.
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Hi Dianna, The Client Portal is available as of Saturday. You can see more information here- https://safesendreturns.zendesk.com/hc/en-us/articles/34542030916371-Client-Portal-Overview
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We have been made aware of some temporary service provider issues going on with Verizon. This is not an issue within the SafeSend Gather environment. We would recommend in these scenarios that you ...
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Hello Steve and Brent, I may suggest you push our new update for TTC (5.0.27), which no longer has the comment pop up box. We have temporarily removed this due to performance issues it was causing...
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Official comment
This is a wonderful suggestion! I can see how it would be beneficial for firms who consistently use the Additional E-Sign documents section when sending returns. This feedback has been submitted to...
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Official comment
Hi Donna, we do see this request come up pretty often. Allowing this as a bulk action item is a great idea! Thank you for the feedback. We will be sure to pass this along to our product team.
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Official comment
Hi Kristina, This is a request we have heard before! Being able to order things in chronological order is sometimes necessary, so I can see why this would be important. We appreciate your feedback.
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Official comment
Hi Katelyn, thank you for submitting this feedback. We have had other firms bring this to our attention as well. It would be nice to apply different language in the Initial email if the extension i...
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Official comment
Hi Aaron, Thanks for the feedback. I agree that this button technically preforming 2 different actions can be confusing and leaves room for error. I will be sure to let our product team know this ...
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Official comment
Nanette, this is a great suggestion that we have seen from other firms as well. I do agree this would be a wonderful addition to the action menu for Returns, Extensions, and even Organizers. Thank ...