Kari Bachle

Kari Bachle created a post, March 17, 2025 23:48
Planned

Organizers Timing Out
1. Community
2. SafeSend Suite - Feature Requests
I understand why a module would time out and sign you off after a period of inactivity, and I have no issues with that. What I DO have issues with is Organizers timing out and logging me off while...
- 7 followers
- 6 comments
- 5 votes
Kari Bachle commented, February 03, 2025 23:16
This also confuses many of our clients! And many of them aren't tech-savvy enough to turn off the payment reminders on their own - would be great if our team could go in and shut them off for them...
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- 0 votes
Kari Bachle created a post, February 03, 2025 21:32
Answered

Clients Not Leaving "Uploads" List When Downloaded
1. Community
2. SafeSend Suite - Feature Requests
Once upon a time when a client uploaded more documents via their organizer, we could sort by "Uploads" to see what was new, click "Download Newly Added" to get the new docs, and then refresh the li...
- 5 followers
- 5 comments
- 6 votes
Kari Bachle created a post, February 01, 2025 00:25
Answered

Bring Back "Download Now" in Organizers
1. Community
2. SafeSend Suite - Feature Requests
This week after thinking that new client organizer uploads just weren't downloading, we noticed the tiny and short popup that said they were waiting in the "My Downloads" folder. I reached out to ...
- 12 followers
- 9 comments
- 14 votes