Signatures - common questions
Answers common questions about Signatures and Mail Merge, including signer order, declined signatures, duplicate emails, sender options, app setup, crashes, and single sign-on.
Signatures
Question | Answer |
|---|---|
If there are multiple signers, do they all receive the document at the same time? | Deliver the document to all signers or enforce a signing order. |
If there are multiple signers and one of them declines to sign, will the others be able to sign? | No, the link is canceled for the remaining signers. They’ll receive an email notifying them of this, and the document would need to be re-sent. |
Can I change the status of a document to manually signed? | The taxpayer can mark a document as manually signed and download the unsigned forms. Alternatively, you cancel the document. |
Can I use the same email for multiple recipients? | Yes, you can use the same email address for up to 2 signers. All signers will need to sign the document through their own access link. |
Mail Merge
Question | Answer |
|---|---|
How do I set up Mail Merge? | Mail Merge is a desktop application that you download and install. |
Why is my Mail Merge app crashing? | Special formatting within the Microsoft Word template can cause processing issues. |
Can I change the sender for a Mail Merge batch? | At this time, there is no option to change the sender for items delivered using Mail Merge. The sender will be the person who delivered the documents. |
Can you use a single-sign-on with the Mail Merge app? | Users can select Continue with Office365 on the Mail Merge sign in screen to use single-sign-on. The user must be set up to use Single Sign On and has to have logged into SafeSend at least once to complete their profile setup. |
