Erin Dedini

1. Community
2. SafeSend Suite - Feature Requests
3. Gather Enhancement - Allow Firms to see/edit DRL before Client Completion

In addition to this, it would be great to be able to see the document request list when we are downloading to be able to reconcile what is still outstanding.  Right now we have having to go into cl...

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• Created May 20, 2025 19:27
• 5 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Gather - Client Closes Gather

At the very least, clients should be able to move between the organizer and document upload screens freely without locking themselves out of the organizer.  This was a multiple times a day occurren...

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• Created May 20, 2025 19:39
• 1 vote