Cindy Owens
Activity overview
Latest activity by Cindy Owens-
Cindy Owens created a post, TicTie 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.
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Cindy Owens created a post, AnsweredClient Manager - CCH Client ID
It would be very helpful if there was something in place to deal with the Axcess Client ID. I cannot expect the team to continue to edit the client ID when uploading returns, especially during bus...
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Cindy Owens commented, Great suggestion!
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Cindy Owens created a post, AnsweredRevised Estimates - Choose TP or SP on delivery
It would be helpful if there was an option to send revised estimates to either the TP or SP. Currently, there is no choice.
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Cindy Owens commented, This is a great suggestion! I would add that they should be able to view the documents prior to uploading so they can verify they attached the correct forms.
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Cindy Owens created a post, CompletedSafeSend Organizers Status
It would be helpful if the Document status updated when the client uploads additional documents. In my test client, I submitted the organizer documents and downloaded them on the firm side. Then ...