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Customer Training

SafeSend Customer Training Throughout the Year

Even with an intuitive technology solution, a little guidance saves time. Take advantage of live training for your SafeSend solutions as a refresher or to help onboard new employees. Trainings are offered free of charge and topics are updated throughout the year.

Welcome to the Future

Mondays

12:30pm – 1:30pm EST

SafeSend Returns: Refresher Training

Mondays

11am – 12pm EST

SafeSend Signatures & SafeSend Extensions Training

Wednesdays 

12:30pm – 2pm EST

SafeSend Organizers Training

Mondays 

2pm – 3:30pm EST

SafeSend Exchange (Suite Platform) Training

Wednesdays 

11am-12pm EST

Tic Tie Calculate (TTC)

Wednesdays 

2:30pm-3:30pm EST

Safesend Gather

Tuesdays

3pm – 4pm EST

Deep-Dive Workshops

Explore one specific topic or feature of the SafeSend Suite and become a champion in that area!

SafeSend Suite Management 101

Monday, July 8th

12pm-1pm EST

System Administrator Settings

Wednesday, July 10th

12pm-1pm EST

SafeSend Returns - Client Experience Part 1

Monday, July 15th

12pm-1pm EST

SafeSend Returns - Client Experience Part 2

Wednesday, July 17th

12pm-1pm EST

SafeSend Returns - Process & Delivery Part 1

Monday, July 22nd

12pm-1pm EST

SafeSend Returns - Process & Delivery Part 2

Wednesday, July 24th

12pm-1pm EST

SafeSend Returns - Reporting & Tracking Part 1

Monday, July 29th

12pm-1pm EST

SafeSend Returns - Reporting & Tracking Part 2

Wednesday, July 31st

12pm-1pm EST

Grouped Returns

Monday, August 5th

12pm-1pm EST

SafeSend Exchange & Document Request List

Wednesday, August 7th

12pm-1pm EST

SafeSend Organizers & Gather Sneak Peak

Monday, August 12th

12pm-1pm EST

Tic Tie Calculate / Mail Merge

Wednesday, August 14th

12pm-1pm EST

Ask Me Anything / Road Map / Tips & Tricks

Monday, August 19th

12pm-1pm EST

View How-To Videos on YouTube

Looking for guidance on a specific feature? Check out our how-to videos on our YouTube channel.