Document Packs - Delete and Resend functions
The Document Packs needs a delete and resend function.
The delete function is necessary when client cannot open a document sitting in their Xero portal. The client can't delete it. We can't delete it. If we could jump into Document Packs and delete and/or resend, just like we do in Xero Tax, it would save a lot of time and frustration for both accountant and client.
The resend function is also necessary when a client doesn't receive the email asking them to sign a document. The work around whereby we have to phone the client and walk them through logging into their Xero portal is a time consuming and frustrating process for both accountant and client.
AdminXero Team
(Admin, Xero)
shared this idea
Hey everyone, we've been taking all your feedback on board, and focusing on ways to give you some of that time back to do better things.
With the team's latest enhancement you can now send personalised reminders to clients that still need to sign any document that was sent through document packs in Xero HQ, which should help you resolve these sticky situation you've mentioned above 😊 - See detail on how to use this in Xero Central.
