Cindy Owens
Posts
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Answered
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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Answered
Correct document sent in Signatures
The ability to recall and correct a sent document would be very helpful.
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Answered
Client 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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Answered
Revised 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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Completed
SafeSend 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 ...