Nanette Pennetta
Activity overview
Latest activity by Nanette Pennetta-
Nanette Pennetta created a post, AnsweredExtensions - Client able to sign extensions on their mobile device
Please allow clients to sign extensions on their mobile device. Clients are frustrated that they can sign their tax returns on their mobile device, but not extensions. SafeSend should be consistent...
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Nanette Pennetta created a post, AnsweredExchange - View Inbox - Sort Alphabetically
When looking to view another staff members Exchange Inbox, the drop down list is not in any order. Please have it sorted alphabetically so it is easy to scroll and find the person you want.
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Nanette Pennetta commented, Yes, please!!!
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Nanette Pennetta created a post, AnsweredSafeSend Signatures - Please Add Client View
It would be helpful to have a client view in the SafeSend Signature's in order to be able to check or verify the message the client receives.
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Nanette Pennetta commented, Yes, please fix! This is causing wasted time for Admins.
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Nanette Pennetta commented, Follow up to my original post in April. I sent out Organizers this week and just found out that if a client opens the email on their phone and choses Upload Documents they receive a message that te...
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Nanette Pennetta created a post, AnsweredSafeSend Mail Merge- Make Default Signature Required
Currently you need to check the signature required box when placing a signature field in a document. Please change this to automatically require a signature and be able to uncheck if no signature ...
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Nanette Pennetta commented, And also Extensions!
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Nanette Pennetta commented, Yes, it would be helpful to be able to verify overpayments and payments due in one place and be able to add or modify in one place as well.
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Nanette Pennetta created a post, AnsweredGroup Returns Controller View
Currently the grouped returns controller view is sorted alphabetically. It would be very helpful if the sort had "Awaiting E Sign" at the top. I know the client can use the dropdowns and select, ...