Chelsy M.
Activity overview
Latest activity by Chelsy M.-
Chelsy M. commented, Official commentGood morning and thank you for reaching out to us. The KBA process the client goes through allows for 3 attempts to answer a total of 3/5 questions correctly. I will include some information below ...
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Chelsy M. commented, Hello. Various APIs can be used to build a custom workflow. If you would like additional information on APIs and how they can automate processes, please reach out to your customer success manager f...
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Chelsy M. commented, Hi Tammy. I'm pleased to let you know this is now a feature. Users can view other users' inboxes to include the document request list. Any uploaded items can be downloaded by the user viewing the i...
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Chelsy M. commented, Official commentThank you for this feedback. I have submitted these requests on your behalf for review. We implemented the tool tip box due to a high volume of requests from firms to mark the signature as optional...
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Chelsy M. commented, Official commentHi Tasha. There is a column for Request Documents in Gather that shows the progress the client has made uploading documents to their DRL.This will allow for the admin to view the progress without a...
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Chelsy M. commented, Official commentThank you for this feedback! I have passed this information along so our Product team is aware this is being requested.
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Chelsy M. commented, Official commentThis is wonderful feedback that can certainly be beneficial to your firm and others. I have passed this information along to our Product and Development team for review.
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Chelsy M. commented, Official commentThank you for this feedback Boris. I can see how this can be beneficial for your clients. We are planning on releasing a feature called OneHub that should provide a resolution to this concern. We w...
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Chelsy M. commented, Official commentHi Alison. We are planning on adding variables into the Saved Messages setting in Signatures. We certainly understand the importance of including those variables in the initial email. Thank you for...
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Chelsy M. commented, Official commentGood morning Kristen. DRL requests can be sent to multiple recipients at a time. You will enter each recipient into the "To" Field when creating a new request. I have included a screenshot below.