Jay Roberts

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Last activity February 12, 2026 19:12
Member since January 23, 2026 16:02

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Jay Roberts created a post, January 23, 2026 16:02
Save Templates for Additional E-Sign Documents in Gather and Organizers (maybe everywhere in the Suite?)
1. Community
2. SafeSend Suite - Feature Requests
We send our custom Engagement letter to clients through Gather/Organizer using the Additional E-Sign Documents step both One-off and in Batches. Currently we need to drag/drop 3 signature and date ...
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