Replies posted by Wendy Kerrison

3 Replies

Wendy Kerrison
Beginner
Wendy KerrisonBeginner
asked in Ask a Peer

Sending Clients Sensitive Documents

Very helpful thank you @Kim Clemmer  and @drich208 

3
Wendy Kerrison
Beginner
1 month ago
Wendy Kerrison
Beginner
Wendy KerrisonBeginner
asked in Ask a Peer

Client has responded to Client Request but how do I find their information?

Thanks Danny, It feels like this is the solution. I’ll contact him now.  I really need to be able to put that in the instructions when sending out to a client I would probably need to change the email template and highlight this. That is my next question :) CheersWendy  

6
drich208
Superstar
1 month ago
Wendy Kerrison
Beginner
Wendy KerrisonBeginner
asked in Ask a Peer

Client has responded to Client Request but how do I find their information?

I’ve drilled down in the question and there is nothing there. No documents either. I’ve either sent it out incorrectly or I’m just not understanding where to find the relevant answers. thank you for your help.  I’ve contacted support and given them url to the requests so that they can take a look. Take care

6
drich208
Superstar
1 month ago

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