
Alyse H.
Activity overview
Latest activity by Alyse H.-
Alyse H. created an article, Letter Builder
Letter Builder allows firms to save and store commonly used documents that users can send using Mail Merge through Signatures. Please note: This feature is available for customers in the SafeSend ...
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Alyse H. created an article, Delivered: Action Menu
The purpose of all of the Action Menu options in the Delivered section, as well as when and how to use them are outlined below. This reporting section displays all documents that have been delivere...
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Alyse H. created an article, Send for Signature
You can send documents to clients that need to be e-signed and are separate from documents that could be sent with a return package at any time of the year. This article outlines uploading, adding ...