Document Packs - sorting in order of completed
Document packs are currently sorted in order of sent. This can make it hard to track ones that are newly completed (for filing purposes). This is because a newly completed pack could be anywhere in the list. Being able to sort in order of completed would help.
Andy Rosenberg
shared this idea
Hi Andy👋, happy to share that the team have just released another improvement to the sort for Document Packs and you'll find from today you can now sort by Date Completed!
Jump on in for a try - this should help you stay on top of those packs most recently completed 😊
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Andy Rosenberg
commented
Thanks very much Kelly but that doesn't help at all. Date Created and Date Sent are generally the same day for us - and we know when they happen because creating and sending are done by us. Date complete is when the client has signed all pages and this doesn't necessarily correlate with date created or sent - e.g. a client can sign within a day or within a year.
Therefore, this extra sort option would make it easier to keep track of which document packs have been recently completed (signed).