Jennifer Kidd
Activity overview
Latest activity by Jennifer Kidd-
Jennifer Kidd created a post, Add Total files uploaded area for Clients
Clients have been very confused about if their documents have been uploaded or not because they are not seeing the total number of documents they have submitted. After explaining that submitted doc...
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Jennifer Kidd commented, It would also be helpful to also be notified of emails received in this area so we don't have to remember to check this area all the time.
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Jennifer Kidd created a post, Gather AI - Notifications (too many)
It would be helpful if there was an N/A option for Signed documents, Custom Questions, and Organizer email notifications. If a client is not uploading source documents then we are not sending Gathe...
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Jennifer Kidd commented, We are getting a ton of calls about clients asking us to open the organizer again. Maybe have a Save and continue to Next Page instead or have more options then just finish or send review if marrie...
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Jennifer Kidd commented, We just started using this and using Gather for the Organizers. Please have the Client Name sorted by last name. Makes no sense to sort by First name especially when it's the last name that shows.
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Jennifer Kidd commented, I'd like to add that I have lost count of the number of our clients that have commented the the checkboxes on the fillable organizer are not lined up properly. This needs to be fixed. Also I agree ...
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Jennifer Kidd commented, I also submitted a request for this feature and was told to comment in the community topics about it when I saw this. We have had many clients wanting to print out the organizer to look over before...