Char Watson

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Last activity May 07, 2025 16:56
Member since May 07, 2025 16:13

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Char Watson created a post, May 07, 2025 16:55
Answered

Gather Enhancement - Allow Firms to see/edit DRL before Client Completion
1. Community
2. SafeSend Suite - Feature Requests
A great improvement on the firm side of the software would be to allow us to view and edit the document request list that is a.i. generated regardless of the completion status of the client's engag...
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