Sherry Schwenderlauf
Activity overview
Latest activity by Sherry Schwenderlauf-
Sherry Schwenderlauf commented, I also used the SafeSend Product Support Owl to submit this request directly:
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Sherry Schwenderlauf commented, Adding another comment to bump this higher on SafeSend's enhancement request list from users
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Sherry Schwenderlauf commented, I agree with Kira!
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Sherry Schwenderlauf created a post, -
Sherry Schwenderlauf commented, So, I am trying to follow these instructions to make it a required field, but it's not working Mail Merge Guide – SafeSend Signatures
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Sherry Schwenderlauf commented, From SafeSend Support: When placing the signature block in your Microsoft Word template using the SafeSend Signatures add-in, click the signature block and select the "Required" checkbox. This ch...
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Sherry Schwenderlauf commented, omg I wish I had known that I needed to "make the signature required"! Seems like a no brainer that it wouldn't be! If we didn't need the client to sign, why would we be doing this in the first pl...
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Sherry Schwenderlauf created a post, SafeSend Mail Merge
It appears that when we used Mail Merge to send engagement letters, the signature block was not "required". We have been receiving "Signature Request Complete" notifications, but the documents are ...
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Sherry Schwenderlauf created a post, SafeSend Signatures Mail Merge - enhancement request
Currently when using Signatures Mail Merge, the logged-in user will be named as the Sender. This cannot currently be changed. I’d like to request a feature be added where this could be changed to t...
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Sherry Schwenderlauf commented, We also have issues with clients who moved on from the questionnaire to organizer and then the DRL upload, without realizing they were locked out of the previous step. Also agree, that they should ...