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Document Packs - Edit sent pack

Be able to edit sent document packs.

Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.

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Maxine Bright shared this idea  ·   ·  Report…  ·  Admin →
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under review  ·  AdminKelly Munro (Community Manager, Xero) responded  · 

Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;

  1. ability to change the email address/contact of a sent pack
  2. ability to add additional documents to a sent pack, and
  3. the ability to edit metadata of a sent pack

For the first, we'd like to better understand what is driving the need to change the email address?  is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?

Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?

Lastly, it'd be good to get more substance of how the ability to rename a pack would be of use. Are there any instances you've needed this and can share?


Deeper understanding from you all will help the team determine what could be. 🙂

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  • Debbie Savill commented  ·   ·  Report

    Yes this. Also, to be able to have a customisable template for the covering email. And being able to set up and save contacts, that sign documents often. These features are both available under Xero Ask.

  • Dyan Aitken commented  ·   ·  Report

    having only used document packs for a few weeks, i have already found this really frustrating that you can't edit an email address. Would be fantastic if this feature could be added

  • Natasha Smith commented  ·   ·  Report

    This is a feature that is available and we use with adobe sign . My understanding is document packs utilise the adobe platform so possibly a change at xero's end required to enable this.

  • Ian Nicholas commented  ·   ·  Report

    Yes, it'd be far more efficient if you could just edit the signatory's email address rather than having to create a new document pack

  • Debbie Ogier commented  ·   ·  Report

    Agree critical. Ability to amend / remove / substitute documents as well. Alternatively a copy feature.

  • Sarah Pemberton commented  ·   ·  Report

    concur with all comments, ability to add/amend email addresses or rename document pack is critical to optimise the use of Xero HQ.

  • Antonia Connolly commented  ·   ·  Report

    This really is critical. Client has changed email addresses after I sent document pack - I don’t want to ‘cancel’ the pack - it will stay there as cancelled, when all I want to do is resend to the new address.

  • Nadine Meredith commented  ·   ·  Report

    This is critical as client sometime change email address without let you know or would prefer it to go to work email or personal email

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