User Questions
Signatures
| If there are multiple signers, do they all receive the document at the same time? | You can choose to have the document delivered to all signers at once or enforce a signing order. See our Send for Signature article for more information. |
| If there are multiple signers and one of them declines to sign, will the others be able to sign? | No, the link will be canceled for the remaining signers. They will receive an email notifying them of this, and the document would need to be re-sent. |
| Can I change the status of a document to manually signed? |
The taxpayer can mark a document as manually signed and download the unsigned forms. Alternatively, you cancel the document. |
| Can I use the same email for multiple recipients? | Yes, you can use the same email address for up to 2 signers. All signers will need to sign the document through their own access link. |
Mail Merge
| How do I set up Mail Merge? | Mail Merge is a desktop application that must be downloaded and installed. See the Mail Merge Guide for instructions. |
| Why is my Mail Merge app crashing? | Special formatting within the Microsoft Word® template can cause processing issues. See the Mail Merge Closing Unexpectedly article for more information. |
| Can I change the sender for a Mail Merge batch? | At this time, there is no option to change the sender for items delivered using Mail Merge. The sender will be the user who delivered the documents. |
| Can you use a single-sign-on with the Mail Merge app? | Users can click Continue with Office365 on the Mail Merge login screen to use single-sign-on. The user must be set up to use Single Sign On and has to have logged into SafeSend at least once to complete their profile setup. |
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