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Annie M.

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Activity overview

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

    Preparedness Guide

    1. Getting Started
    2. Onboarding

    Welcome to our step-by-step guide to prepare your firm for organizer season and make your experience with SafeSend Organizers easy and seamless.  Getting Started Review Your Print Settings CCH A...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Adjusting Reminder Settings on Organizers

    1. FAQ
    2. User Questions

    Organizer reminders help taxpayers remember to finish filling out their organizers. Reminders to sign help taxpayers remember to review and sign their engagement letters or other documents. They ca...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    [Video] Organizer Client Experience

    1. Usage Guides
    2. Client Guides

    The video below shows you a typical organizer experience from the perspective of the taxpayer.

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Placing Checkboxes and Radio Buttons

    1. Usage Guides
    2. Send Organizers

    Checkboxes and radio buttons can be added to Organizer documents and/or Additional E-Sign Documents during processing. For batch Organizers, this option is only available in the Additional E-Sign D...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Leading Zeros in CSV Template

    1. Troubleshooting
    2. User Side

    Excel tends to remove leading 0's in CSV templates. This can be an issue when adding Client IDs to the CSV template. The following steps will help you prevent this issue.  Warning: After you save ...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Married Filing Jointly Organizers

    1. FAQ
    2. User Questions

    There are several scenarios in which the organizer is delivered only to the taxpayer, delivered to the taxpayer and spouse at the same time, or delivered to the taxpayer first, then the spouse. Wha...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Check Boxes or Text Boxes Misplaced

    1. Troubleshooting
    2. User Side

    If you or your taxpayer notice that check boxes or fillable text boxes are missing or misplaced, generally this indicates the print settings were altered, the organizer was edited, or the page in q...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Delivered and Archived Organizer Statuses

    1. Usage Guides
    2. Delivered Organizers

    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...

    • Edited
    • 2 followers
    • 0 comments
    • 0 votes
  • Annie M. created an article,

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

    1. Troubleshooting
    2. User Side

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes
  • Annie M. created an article,

    Settings: Saved Messages

    1. Getting Started
    2. Settings

    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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes