Tricia Walworth
Activity overview
Latest activity by Tricia Walworth-
Tricia Walworth commented, Absolutely, it is unclear to clients, or anyone who has not taken the SafeSend training how clients can see from their side if they have properly completed their organizer and document upload so th...
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Tricia Walworth created a post, SafeSend Organizers - We Received Your 2024 Completed Organizer - Please Update Wording
We find the wording in the automated email that goes out to clients when they click the "Finish" button in their organizer to be misleading. See copy below: *** Your 2024 Organizer Hi [Client Name...