Kristina Croskey
Posts
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Answered
Gather - clear instructions for client
I have been testing Gather as if I am a client. At the point you get to the tab to upload the files and see the DRL, there are no instructions telling the client that for the files to be identifie...
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Completed
Batch Gather requests with page selection
I am doing some testing with Gather and am wondering how we can do requests in batch but select to only include the pages we want (like Schedules A,C, E, etc.). Maybe this is coming in the next re...
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Answered
Adding "Signing Completed Date to Delivered Returns
It would be helpful to have the date e-signing was completed as a column in the Delivered Returns screen so we could sort by that date when needed. There have been many times when this would be he...
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Answered
Allow Clients to Turn Off Reminders
It would be nice if the clients had an option to turn off reminders/"opt out" when they receive a reminder email. Like somewhere they can click right from the email stating that they no longer wan...
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Answered
Custom Questions and Organizer are no longer one step
Hello, last year the custom questions and organizer were all in one step. This year they are separated and have made things (for our firm) more difficult in some ways. You can't get to the organi...