Xero Sign - Access to view everything in a pack
Xero Sign
Often I send husband and wife docs to sign.
If we put the wife to sign their return, the husband cannot see it in the pack.
This might have been some privacy idea but think in terms of a real physical meeting, you have both pwople checking both, or if you post, both check both. It makes sense they both unde4stand each other.
So ability to see everything in the pack would be good.
Current workaround is I put the return in the pack a 2nd time with no spots to sign, so the other person can see it.
James Dolahenty
shared this idea
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JHL Accounting Pty Ltd
commented
This update is essential. If you cannot have multiple people viewing a document (even if a signature is not required) then the document pack function defunct Great work around, but we shouldn't have to do this.
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Margaret Haines
commented
I agree with this request. Currently I send a completion email with all the documents to both husband and wife so they both do see them. Then use e-sign purely to get the signatures and don't include any completion information.