Annie-M
Articles
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Signer Experience on Mobile Devices
This article outlines the full signer experience on a mobile device. The signer can access the document, review, sign, decline or delegate signing, and download documents. Initial Email Click S...
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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...
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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. For this program, you will n...
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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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Sender Delegation
This setting gives senders the option to send documents but display the sender's name as another User. The option to update the sender's name will appear during the second step of processing a docu...
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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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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...
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Signer Experience
This article outlines the full signer experience. The signer can access the document, review, sign, decline or delegate signing, and download documents. Initial Email The signer receives an emai...
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Mail Merge Closing Unexpectedly
When working through the Mail Merge process, if you are experiencing an issue where the program will close before the process can be completed, there are a few reasons for this that we can correct....
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Adding Document Types
This article will help you resolve the message Please select a document(s) type. Document Type(s) must be present before documents can be delivered. Document Type(s) can be added under the Settings...