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Annie M.

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Activity overview

Latest activity by Annie M.
  • Annie M. created an article,

    Delivered and Archived Organizer Statuses

    After an organizer is delivered to a client, it moves to the Delivered Organizers page. Its status is shown in three different columns; Signature Status, Organizer Status, and Source Document Statu...

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  • Annie M. created an article,

    Unable to Process Organizer - Client(s) are Deceased, Missing Client Info

    A personal information page is required when uploading an organizer. If this page is not included, the Client Info tab will not have fields to enter taxpayer information and when you attempt to del...

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  • Annie M. created an article,

    Settings: Saved Messages

    Here you can add, preview, and change Saved Message templates that you can apply while processing an organizer. The taxpayer sees this message after they authenticate.  Please note: Only System Ad...

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  • Annie M. created an article,

    My Settings (Individual User Settings)

    Each user has default settings unique to their profile separate from the firm's settings. These settings include defaults applied when processing. These default settings are not related to your Saf...

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  • Annie M. created an article,

    Settings: General

    In this section, certain Organizers features can be enabled or disabled.  Please note: Only System Administrators have access to the Settings section. Engagement Letter Default Info When this set...

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  • Annie M. created an article,

    February 21, 2022 SafeSend Organizers release notes

    An update to SafeSend Organizers was released. Look below for more information on the changes. For a complete list of updates to all products in this release, please visit our Community Site. SafeS...

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  • Annie M. created an article,

    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 app...

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    • 1 follower
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  • Annie M. created an article,

    January 28, 2022 SafeSend Organizers Release Notes

    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 arti...

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  • Annie M. created an article,

    Downloading Multiple Files at Once

    SafeSend Organizers allows users to download multiple files (individual or batches) via a global Download button available at the top of the Organizers Report screen. Important SafeSend Organizers...

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  • Annie M. created an article,

    January 24, 2022 SafeSend Organizers Release Notes

    We've added new features and fixed some issues for SafeSend Returns. Read below for more information. To see a full list of changes across all products, please see the product release notes article...

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    • 1 follower
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