Ji Yun Im
Activity overview
Latest activity by Ji Yun Im-
Ji Yun Im created a post, SafeSend Organizer Notes
Could it be possible for SafeSend Organizer action section have a option for document notes just like SafeSend Signature?
-
Ji Yun Im created a post, SafeSend Organizer - Finish button
We've received feedback from several clients that the "Finish" button within the Organizer has been a source of confusion—particularly when compared to the "Save and Continue Later" option. Clients...
-
Ji Yun Im created a post, AnsweredSafe Send Organizer Uploading of documents
I wanted to share some recurring feedback we've received from multiple clients regarding the Organizer interface. Several clients have expressed confusion when uploading documents—specifically: W...
-
Ji Yun Im commented, I think the wording should change. Save and Continue Later should be the button for all 3 steps of the tax organizer. The finish button is fine but when they click that. Is there a pop up that tell...
-
Ji Yun Im created a post, AnsweredClient Portal
If a client set's up an account to their portal instead of clicking "Let's get Started" We don't have any access to there portal or tracking details. Just like the other products, we should be able...
-
Ji Yun Im created a post, AnsweredSafeSend Exchange Setting
It would be good if users can choose who receives there email notification when a client has uploaded documents. right now you can opt in for one person to receive all email but no option by each u...