Alison Bentley

1. Community
2. SafeSend Suite - Feature Requests
3. Auto Add Client Names - SS Signatures Message / Email

I'm especially confused that Signatures Saved Messages do not have any variables available, whereas the Client Instructions do have variables.   Are there any plans to make variables available in t...

• View comment
• Created December 01, 2025 18:51
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal - Security concerns

I think the answer is "yes".  thank you for your awesome documentation, SafeSend.  https://safesendreturns.zendesk.com/hc/en-us/articles/34542030916371-Client-Portal-Overview

• View comment
• Created November 18, 2025 01:39
• 0 votes

1. Community
2. SafeSend Suite - Feature Requests
3. Client Portal - Security concerns

Are there any updates to this thread?  Are we able to see list of clients who have created a portal?

• View comment
• Created November 18, 2025 01:37
• 0 votes