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.
Maxine Bright
shared this idea
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;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- 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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Antonia Connolly
commented
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.
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Nadine Meredith
commented
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