January 30, 2022 SafeSend Organizers Release Notes

An update to SafeSend products was released. See the items below for more detailed information on the changes.

SafeSend Organizers

Resolved issues

  • Fixed an issue where pages in organizers were appearing in the wrong sections. This included:
    • Complete organizers appearing in the Engagement Letter tab.
    • Custom questions appearing in the Engagement Letter tab.
  • Fixed an issue when processing batch organizers where the Client Info tab was shown incorrectly to the user. It appeared correctly to the client when delivered.
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