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Ashley Grant

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Recent activity by Ashley Grant
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  • Portal Dashboard Upset

    1. Community
    2. SafeSend Suite - Feature Requests

    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...

    • Created
    • 6 followers
    • 3 comments
    • 10 votes
  • Answered

    Gather - Archive

    1. Community
    2. SafeSend Suite - Feature Requests

    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, ...

    • Created
    • 2 followers
    • 1 comment
    • 0 votes
  • Answered

    Organizer Complete Auto-Generated Email

    1. Community
    2. SafeSend Suite - Feature Requests

    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...

    • Created
    • 4 followers
    • 2 comments
    • 12 votes