Ashley Grant
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Recent activity by Ashley Grant
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Portal Dashboard Upset
We were told last year that sending a Gather request lets clients register for the portal, so that’s what we told our clients. Now, with the new dashboard, clients can’t register themselves—we ha...
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Answered
Gather - Archive
We were told by multiple sources at SafeSend that archiving a Gather request automatically closes it out so that no clients can upload any additional documents. If that is not currently the case, ...
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Answered
Organizer Complete Auto-Generated Email
Currently, when clients click "Finish" on the organizer, they receive an auto-generated email that says, "Thanks for completing the organizer. Your stuff is in review, etc." Please either make thi...