Annie M.
Activity overview
Latest activity by Annie M.-
Annie M. created a post, K-1 Partner Information Update Email Settings Removed
Situation: In late 2022, K-1 recipients received emails requesting they update their information for the upcoming tax season. There was no way to disable these reminders, so all K-1 recipients rece...
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Annie M. created a post, SafeSend Exchange Suite Initial Email Template Drop Off Links
Situation: The initial email templates for SafeSend Exchange were recently updated. The drop off link at the bottom of the message will always be the Company drop off link. The name at the bottom o...
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Annie M. created a post, Mail Merge - Client ID Merge Field Causes Program to Close
Situation: If a Client ID or ClientID merge field is added to the Word template, when the Word document and .CSV are uploaded to the Mail Merge wizard the program will close. This is because a Clie...
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Annie M. created a post, AnsweredSafeSend Exchange - My Portal Inbox is Blank - Outlook 2016
Update (1/24): We have determined that certain versions of Outlook are not compatible with the new SafeSend Exchange Suite add-in. The resolution is to update your version of Outlook or use the onl...
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Annie M. created a post, Organizer Tips and Tricks
Situation: Batch upload shows an error status. Resolution: Make sure our default template is being used and that it is saved as a .CSV file, not an Excel file. The template can be downloaded from ...
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Annie M. created a post, PlannedSafeSend Returns - Broken Image Icon When Adding Signature Stamp
Situation: When processing a return, you may notice that the ERO signature stamp image appears to be broken/missing. Status: Our Development team is aware of this issue and they are currently wor...
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Annie M. created a post, Unable to Locate Return
Situation: You are unable to locate a return that was uploaded and/or delivered. Resolution: Follow the steps outlined in our Unable to Locate Return article. Usually, there is a filter applied pr...
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Annie M. commented, Official commentK1 recipient emails will roll over to the next year even if the return is expired or deleted.
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Annie M. created a post, Signatures - Signature Stamping Failed Status
Situation: A document was delivered to the signer, but the status changed from "Awaiting E-Sign" to "Signature Stamping Failed". This indicates that the signature stamp was not placed on the page c...
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Annie M. created a post, TicTie Calculate - Missing from Adobe® After Install
Situation: After installing, you do not see the TicTie Calculate menu or tools in Adobe®. Resolution: Follow the troubleshooting steps outlined below: Version 5.x Ensure System Requirements are me...