Annette Booth

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Last activity September 20, 2022 00:29
Member since September 08, 2022 20:39

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Annette Booth created a post, September 20, 2022 00:29
Planned

K-1 naming convention
1. Community
2. SafeSend Suite - Feature Requests
currently SafeSend names the k-1's to be delivered to shareholder/members etc. buy using the shareholder member name. When a shareholder or a member is in multiple partnerships they get multiple e...
- 5 followers
- 4 comments
- 3 votes
Annette Booth created a post, September 08, 2022 20:39
Answered

Allow client to change back to e-sign if they selected manual sign by mistake
1. Community
2. SafeSend Suite - Feature Requests
Can we request a future enhancement to allow the client to change the "manual sign" back to "e-sign" option if they realize they did not want to manually sign the forms and have selected it by mist...
- 5 followers
- 3 comments
- 11 votes