SafeSend Organizers Report Overview

This article provides an overview of the Organizers Report area of SafeSend Organizers.

Action Items

1. Send Reminder
   • Send reminders for a status of Awaiting Signature.
   • Check the box to the left of the Name.
   • Click Send Reminder.
2. View
   • Select between One-Off or Batch Organizers.
3. Refresh
4. Filter
5. Export to Excel
6. Edit Client Info
   • Click the green card in order to access the Edit Client Info window.
   • Click Save Changes.
7. Download Organizer
8. Delete
9. More Action Items
   1. 1. Resend Access Link
         • This is available once all signers have completed signing the return
      2. Client Tracking
      3. View Access Code
         • This option allows for the Access Code to be viewed or generated. 
      4. Report a Problem