Conner W.

Total activity 180
Last activity April 13, 2026 14:47
Member since November 30, 2018 16:50

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Conner W. commented, April 13, 2026 14:47
Hello Lisa!At this time the <TASKLIST> variable is only built for the default message, but it may make its way into our variables down the road! We'll update our firm users when that is available f...
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Conner W. commented, April 08, 2026 15:31
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Hello Amanda!You can actually do this in the program! A System Admin will want to open up Settings > Client Instructions. You can edit the default messages, and add a variable to the Subject or Ema...
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Conner W. commented, March 20, 2026 15:11
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Hello Gretchen! Resend Access Link is a tool used to send a link to the client after they have completed signature. This option will not be available while the item is in Awaiting status (or Partia...
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Conner W. commented, March 20, 2026 15:07
Hello Daniel!For SafeSend Organizers and Gather AI, the option to add a comment should be on the right for every page (see item 3 in below image):For more information you can check out these articl...
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Conner W. commented, March 20, 2026 15:02
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Hello!Typically, for any issues with TicTie Calculate, especially program stalls or unexpected closes, we recommend submitting a ticket to Support. We can verify that all back-end installs are adde...
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Conner W. commented, June 25, 2025 21:52
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Hello Nancy! I think that makes a lot of sense. We have an existing Enhancement Request for adjusting how we deliver reminders, so I've added this to the request for our teams to review! Thank you ...
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Conner W. commented, June 25, 2025 21:49
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Hello Nanette! I think this is an excellent idea for clarity! I've added this as an Enhancement Request for our teams to review. Thank you for your input!
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Conner W. commented, June 25, 2025 21:46
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Hello! These are very clear, concise ideas about improving the client experience! I've added these as an Enhancement Request and tied your firm to the request for better visibility. Thank you for y...
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Conner W. commented, June 25, 2025 21:39
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Hello! A System Admin can go into Product Settings > General, and then scroll down until they locate Client Portal Experience. From there, you can copy the Client Portal URL to use in sending messa...
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Conner W. commented, June 25, 2025 21:32
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Hello Tasha! I've added this as an Enhancement Request for our teams to review! Thank you for your input. This will be reviewed and, if approved, may be implemented in later updates! If you have ot...
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