
Alison Bentley
Activity overview
Latest activity by Alison Bentley-
Alison Bentley commented, I came here to suggest client tracking in Exchange. We definitely need this!
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Alison Bentley commented, Thank you for this info, Alisha! Were the Verizon users receiving the access code via text messaging or via e-mail? I will submit a request asking for clients to be able to select their method, fo...
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Alison Bentley commented, i think this would be a nice feature to be able to toggle on or off. I would think that the same authentication method would apply to all recipients.
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Alison Bentley commented, The download option is available for entities' questionnaires, so we hope to see this feature soon!
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Alison Bentley commented, I think I have my answer! I chose the Classic Organizer, and in the collation, I made the Lite-1 General Info page print. :)
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Alison Bentley commented, On a related note, it would be great to have the variable of the document name available in the client' s initial e-mail, as well. For some reason, there are no variables available for this messag...
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Alison Bentley created a post, Organizer settings for Gather - Is Classic a possiblity?
Is anyone using UltraTax Classic Organizer pages in SafeSend, either in Gather or in Organizers? I remember hearing one firm say they were using Classic in the Q&A session on 8/20, and I would lov...
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Alison Bentley created a post, AnsweredSignatures - Identify document to client in completed E-mail Notifications
Problem: Document is not identified in the signed doc notification that the client receives Possible Solution: Include a variable in the customization settings identifying the document. Curren...
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Alison Bentley created a post, AnsweredQuestionnaire/Custom Questions in Gather
Suggestions: Enable downloading of the completed Questions for client Show completion status of Questions (I only see statuses for signing/Organizer/Source Doc upload)
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Alison Bentley created a post, AnsweredEntites in Gather
Suggestions: Provide CSV template for entities (right now you get an error if you do not include first and last name) Incorporate mail merge into Gather so we may send client-specific engagement le...