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Agree, would be great if the client did not receive notification that pack is cancelled or alter the wording, as just had a client concerned that her tax returns had been cancelled.

This would be a great feature to have. Less confusing for the client and a way we can keep our Xero HQ tidy and up to date. Sometimes the client comes in and signs in person, but cancelling the doc pack after confuses them.

less confusion for the client

This is something that I've also requested - the wording on the email can be worrying as it implies that the job it was related to was cancelled. I had a pack that was signed by one person but the second person wanted to sign it manually. So I cancelled the pack when they both had signed it but they received the email and contacted me concerned that the actual job had been cancelled. This has happened a few times now as not everyone is able to sign into Xero to digitally sign a document. Ideally there should be an ability to disable the email or at least reword it.

If I send a document pack to a client who then decides they want to sign the paper version, I then need to cancel the document pack to remove it from my 'to be signed' list and an email is sent to the client to inform them of the cancellation of the pack. Without fail, every client then asks me why I have cancelled the pack and will it stop their tax returns from filing, or they ask why I am sending them the document pack again, as they never fully read the email. This is a complete waste of my time, as each time this happens, I need to communicate with the client to reassure them that they can ignore the email. It would be GREAT if we were able to cancel the document pack and opt NOT to inform the client.

Rachel, I agree, cancelling the doc pack causes no end of trouble with the clients when they receive the email. This function should come under business housekeeping.

Yes, causes too many questions not having this function

It would be great if we could toggle the notifications when we are cancelling a document pack in Xero HQ on and off. In certain circumstances the client does not need or want to be advised of the cancellation and to be able to decide when this notification sends would be really helpful