Sherry Schwenderlauf
Comments
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Adding another comment to bump this higher on SafeSend's enhancement request list from users
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I agree with Kira!
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I also used the SafeSend Product Support Owl to submit this request directly:
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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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We have had clients frustrated that they can't go back when filling out their Gather
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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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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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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 ...
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We have a client requesting that the (1120S) tax return be sent to 2 people from our end when processing. Is there a way to add an additional email address field so that this could happen? The Forw...