Annie-M
Activity overview
Latest activity by Annie-M-
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 are related to notifications to be received from the program and download options. Click t...
-
Annie M. created an article, [Video] Mail Merge Guide
Mail Merge is a desktop application designed to send personalized letters for signature to a larger number of recipients than SafeSend Signatures will typically allow. Once installed, you can creat...
-
Annie M. created an article, Signatures FAQ
User Questions Signatures If there are multiple signers, do they all receive the document at the same time? No, the document will be delivered to the signers in the order the email addresses we...
-
Annie M. created an article, Document Locked Due to Invalid Login Attempts
Clients may receive a message about invalid login attempts. Clients get locked out of the document because of three failed attempts to log in by entering an incorrect/expired access code or an inco...
-
Annie M. created an article, Delivered and Archive Signature Report Statuses
After a document is delivered to a client, it moves to the Signature Reports page. Its status is shown in the Signature Status column and displays where in the process the client is and if the docu...
-
Annie M. created an article, Signature Reports Dashboard
The Signature Reports dashboard options are outlined below. This reporting section displays all documents that have been delivered to the client but have not been archived. Refresh Click the ...
-
Annie M. created an article, Delivered: Bulk Action Icons
The purpose of all of the Bulk Action Icons 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 delivered ...
-
Annie M. created an article, Signature Settings
The Settings menu allows firm administrators to update and save global default settings for SafeSend Signatures. Please note: Only System Administrators have access to the Settings section. Gen...
-
Annie M. created an article, April 1, 2022 SafeSend Signatures release notes
An update to SafeSend Signatures was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...
-
Annie M. created an article, March 25, 2022 SafeSend Signatures release notes
An update to SafeSend Signatures was released. See below for more information about the changes. For a complete list of updates to all products in this release, please visit our Community Site. Saf...