SafeSend Organizers Client Experience- Video Guide

Articles in this section

• Default download options for organizers
• Downloading multiple files at once
• Unlocking an organizer for a client
• Client Instructions
• Custom Questions
• Enabling & Disabling Source Document Gathering- Video
• Organizer Font Settings for CCH Axcess
• SafeSend Organizers Client Experience- Video Guide
• SafeSend Organizers Client Experience-Step by Step Guide
• SafeSend Organizers Keys to Success