Alison Bentley
Posts
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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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Answered
Signatures - 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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Answered
Questionnaire/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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Answered
Entites 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...
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Answered
Auto-population of e-mail addresses in SafeSend Signatures
We have a misspelled e-mail address that we would like to remove from the auto-populated list of suggested e-mail addresses in Signatures, but I was told there is no way to do this. It would be gr...