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Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
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The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
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2026 SKILLS showcase
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Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
General settings
- Go toSettings.
- SelectGeneral.
- Mark or clearEngagement Letter Default.
- SelectApplyto save any changes made.
- If marked, people can include an engagement letter.
- If cleared, this forces people to include an engagement letter before they can deliver an organizer.
- Mark or clearGather Source Document.
- SelectApplyto save any changes.
- If marked, the taxpayer can upload source documents within the Organizer and from the Organizer dashboard.
- If cleared, the taxpayer can't upload source documents.
- SelectSend notification every time client Uploads/Deletes a source documentto receive an email for every upload/deletion event OR
- SelectSend scheduled notification once per day, if client Uploaded/Deleted source document(s)to receive 1 email daily summarizing every upload/deletion event that day OR
- SelectSource Document Upload Notification Disabledto receive no additional notifications about upload/deletion events.
- SelectEnable Automatic Remindersto turn this on and edit the reminder timeframes.
- Select theSend a reminder every...dropdown to select how often signing reminders are sent.
- Select theSend a reminder every...dropdown to select how often organizer reminders are sent.
- SelectApplyto save any changes made.
This article applies to:
- Product: safesend
- Subject: Setup
- Audiences: Staff