Team members can be allowed to send requests, to approve or reject answers, or to only view information.
If you want someone on your team to send requests on your behalf, they can set you as the request owner. That way the reminders appear to come from you.
Emails sent by Content Snare can be sent by your company, or as the team member assigned to the request. This includes the email address and signature, creating a more personal experience for your clients.
“Before Content Snare, each accountant had their own way of collecting information from clients. Some did it well, some cut corners, some captured almost nothing. There was no consistency across the team. Content Snare has helped us streamline everything and centralize our workflow.”
