SafeSend Organizers Status
It would be helpful if the Document status updated when the client uploads additional documents.
In my test client, I submitted the organizer documents and downloaded them on the firm side. Then as the test client again, I uploaded additional documents but the status remained Downloaded. I undestand that emails are received when the client uploads documents, but since there would be so many, they can get missed. However, if I could filter in the Delivered Organizer Report, it would easy to identify docuemnts that still need to be uploaded.
This same type of situation has been a huge issue with the current program we use for electronic organizers. Additional documents have been missed and the information not included in the return. I want to switch to SS organziers and would like to be able to reassure our advisors this would not be an issue.
Thank you for the request, Cindy! This should have been addressed in a previous release of the program. Thank you for your report!
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