Document Packs - Text box for documents within a pack
Xero Sign: Add Template for sending packs and Add a text box option for documents within a document pack:
Is there any way to set up an 'Email Template' message for when we send out our packs? I can't find anywhere to do this is xero or Xero HQ or Ask. We would like to set up a standardised message for your annual accounts...
Is there a way to enter a 'text' field into a document as well as a signature?
We send out some authority forms to clients that needs them to add their bank a/c details & a/c number on the form that they sign, and approve giving us authority.
Can text boxes be added to allow clients to insert Text, numbers & tick yes/no fields?
Kaley Wainhouse
shared this idea
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
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Sharon Kawe
commented
In a world in which we work with clients how do not always even live in the city we work from Xero's Adobe Sign is not fit for purpose for accountants. We are forced to use a competitors product as while our clients, tax return and financial statement signing includes signature and date of signing. We also use digital signature software to collect clients complete addresses, birth dates and country of birth etc in our onboarding processes.
Happy to speak with Xero's development team to help them understand the needs of accountants.
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Mandie Watts
commented
An email template would be amazing for the document packs.
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Lee Balfour
commented
Yes the ability to set up a standardised email template for sending out the document packs is an important feature that should be looked at. Thanks,
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Kylie Lynch
commented
It would be great if the email template also listed the documents included in the document pack. Thank you!
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Elli Hennessy
commented
Can you please advise where the thread for the email template for document packs is? I think it is just as important, if not more important than being able to add a text box. Please add a link to that thread. Thanks.
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Carissa Devereaux
commented
yes, we need this! Having a customised template for Document pack email so it is worded in our tone and message is consistent. It is time consuming to have to edit it every single time you send a document pack
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Hayley Bradshaw
commented
This is an absolute essential feature! As accountants, we NEED the ability to standardise our own wording on emails being sent to our clients
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Rob McMellon
commented
Being able to streamline correspondence with clients is a major reason for using Xero and being able to standardise emails and cover letters that go to clients on a regular basis would greatly assist in the task, thus saving time and ensuring consistency and accrucary in the process. This can be done with the letters in Xero Tax is there really much difference with Document Packs?
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Talia Stan-Bishop
commented
This would be a huge timesaver as we currently have to keep copying and pasting the wording into the text box.