Kristina Croskey

1. Community
2. SafeSend Suite - Feature Requests
3. Batch Gather requests with page selection

Alyse H. - This is not available in Batch.  Only one-offs.  We have to do every single organizer separately in order to utilize this feature.  We also need the ability to select other pages - not j...

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• Created December 23, 2024 10:51
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1. Community
2. SafeSend Suite - Feature Requests
3. Searching for clients in SS Returns

I love this suggestion.  I agree it would be helpful.

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• Created December 13, 2024 16:49
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1. Community
2. SafeSend Suite - Feature Requests
3. SS Organizer - knowing when the client is done

I agree as well.  This year has been challenging for us with the changes.  The custom questions and organizer being separate steps have also been a challenge for us. 

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• Created February 29, 2024 13:42
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1. Community
2. SafeSend Suite - Feature Requests
3. Custom Questions and Organizer are no longer one step

We are very frustrated.  A lot more complaints this year by clients and employees.  :(  Thank you for letting me know we are not alone!!

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• Created February 23, 2024 19:06
• 1 vote

1. Community
2. SafeSend Suite - Feature Requests
3. Organizer Yes/No Columns

I agree as well!!

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• Created February 23, 2024 18:37
• 0 votes

1. Community
2. SafeSend Suite - General Discussion
3. Unable to configure Download ESign webhook using Powerautomate?

Did you ever get this to work?  We are just beginning to explore using the available APIs and are considering using PowerAutomate.  

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• Created November 09, 2023 12:15
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