Cindy Owens
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Answered
Revised Estimates - Choose TP or SP on delivery
It would be helpful if there was an option to send revised estimates to either the TP or SP. Currently, there is no choice.
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Completed
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 ...