Cindy Owens
Activity overview
Latest activity by Cindy Owens-
Cindy Owens commented, We have had the same headache!
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Cindy Owens created a post, Secure File Transfer
When SFT emails are forwarded to me, the original sender information is not visible.
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Cindy Owens commented, I had a handful of those same client comments yesterday!
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Cindy Owens created a post, Firm ability to mark N/A on the Gather DRL
On the Gather DRL, the tax team would like the ability to mark a document prepared in-house as N/A to let the client know we don't expect them to upload.
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Cindy Owens created a post, Gather Reports - Add Total Documents
It would helpful to be able to filter on number of total docs uploaded and to have it show up in the reports.
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Cindy Owens created a post, Gather Notifications
Can you create a setting to receive email notifications for completed organizer and completed custom questions to once a day? The volume of emails is overwhelming.
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Cindy Owens created a post, Go File Room Integration
To use this feature, we need to have Description under the SafeSend Data column. We use "Signed 8879" as a description when filing the 8879 in GFR. I don't see a way to populate that information.
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Cindy Owens created a post, AnsweredReturns View
Please add a way for us to expand/minimize the columns in Returns. Also, make the number of returns per page choice stick.
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Cindy Owens created a post, AnsweredTicTie Calculate Bookmark Tools
The following enhancements would be very useful to our firm: -delete bookmarks in individual documents (not just the template) -delete bookmarks and corresponding pages -split bookmarks -move bookm...
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Cindy Owens created a post, AnsweredCorrect document sent in Signatures
The ability to recall and correct a sent document would be very helpful.