We've added new features and fixed some issues for SafeSend Organizers. Read below for more information. To see a full list of changes across all products, please see the product release notes article in our Community Site.
Resolved issues
- Fixed an issue where signature controls on batch engagement letters were missing. Controls placed on the engagement letter shown at the batch level were displayed properly to the client. However, controls on other engagement letters in the batch would not appear.
- Fixed an issue where organizers first delivered to the taxpayer could be completed by the spouse in Client View. The spouse should not be able to complete an organizer in Client View.
- Fixed an issue where the default SafeSend logo was shown to users in email notifications after delivering a batch, even though the logo had been changed in branding settings.
- Fixed an issue where batch organizers could be delivered to the wrong taxpayer due to formatting issues in the CSV file.
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