Correspondence
Corresp. - Fax Cover Page & Attachments
Overview When sending a fax Correspondence, you can add one or more PDF attachments (total file size limit of 25MB). For example, if you need a form filled out to release certain types of records (e.g., IRS Form 8821 for release of taxpayer records), ...
Corresp. - Email Attachments
Overview When sending email Correspondence, you can add one or more attachments (total file size limit of 25MB). For example, if you need a form filled out to release certain types of records (e.g., IRS Form 8821 for release of taxpayer records), you ...
Corresp. - FAQs
How can I save call notes into the Correspondence folder? Type them into a Microsoft Word document, save it as a PDF, and upload as a standard document. Can I send a cc copy of the Correspondence? Not directly. Safari sends the Correspondence to a ...
Corresp. - Delivery Failure Alerts
Action Alerts Safari generates the following action alerts for Correspondence delivery failures: You sent a fax and Safari doesn't receive a fax confirmation from the Issuer You sent an email and Safari receives an email bounce-back for the Issuer ...
Corresp. - Send Email or Fax
Overview VIDEO TUTORIAL (3 mins) - Create PDFs and send Correspondence from Templates Using Safari's templates, you can automatically generate standard correspondence to email or fax directly. For example: upon receiving a subpoena, you can send a ...