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Annie M.

  • Total activity 36
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Activity overview

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

    Additional Signature Controls

    When processing a document for signature, you can add text boxes, radio buttons, and checkboxes in addition to the standard signature controls. The following article outlines the additional options...

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    • 1 follower
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    • 0 votes
  • 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...

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    • 2 followers
    • 0 comments
    • 0 votes
  • 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...

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    • 1 follower
    • 0 comments
    • 0 votes
  • 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?  You can choose to have the document delivered to all signers at once or enforce a sig...

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

    Delivered and Archive Signature Report Statuses

    After a document is delivered to a client, it moves to the Delivered page. Its status is shown in the Status column and displays where in the process the client is and if the document was delivered...

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    • 1 follower
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  • Annie M. created an article,

    Delivered Dashboard

    The Delivered 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 This reporting section displays all documents that have been delivered to the client but have not been archived.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 Refresh ...

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    • 1 follower
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  • 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 ...

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

    Signature Settings

    The Settings menu allows firm administrators to update and save global default settings for Signatures. Please note: Only System Administrators have access to the Settings section. General Aut...

    • Edited
    • 2 followers
    • 0 comments
    • -1 votes
  • 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...

    • Edited
    • 3 followers
    • 0 comments
    • 0 votes
  • 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...

    • Edited
    • 1 follower
    • 0 comments
    • 0 votes