Chelsea Mitra

Total activity 5
Last activity December 05, 2024 17:19
Member since December 05, 2024 16:57

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Chelsea Mitra created a post, December 05, 2024 17:19
Planned

Automatic Reminders for SafeSend Exchange Document Request Lists
1. Community
2. SafeSend Suite - Feature Requests
Our firm would like to see an automatic reminder option added to SafeSend Exchange Document Request List to help alleviate the need for staff to remember to send manual reminders for clients to com...
- 5 followers
- 1 comment
- 8 votes
Chelsea Mitra created a post, December 05, 2024 17:15
Answered

Gather- add additional document requests into Gather request
1. Community
2. SafeSend Suite - Feature Requests
Our firm would like to see a feature added to Gather that would allow us to add to Gather requesting any additional documents or information after the list has been published that may not have been...
- 6 followers
- 1 comment
- 9 votes