Document Packs - Select signatories from Xero HQ
Current: Signatory name and email address for Document Packs are manually typed in (once per pack).
Issue: Manual input is repetitive, error prone, and requires switching tabs.
Request: These details usually exist in Xero HQ already, so I'd like to be able to select my signatory from this list.
Potential future features enabled by this:
When a signatory is selected this way, other signatories could be pre-populated in the one-click right-bar based on whether they've been in the same group of signatories in a previous Document Pack.
History of Document Packs attributed to each Xero HQ record.
Document pack creation commenced from Client List in Xero HQ.
Flynn O'Meara
shared this idea
-
Andrea Reynoso
commented
Wow this idea is from 2022 and still not updated in 2025...
I am constantly having to go back to find the client's name and email address which is prone to human error.
There is no option to edit signatories after being sent also, you have to delete/archive and start all over again .... and type the name and email address.
I agree it should be pre-populated to the relevant client.
-
Kim Hume
commented
It could also automatically sugges the email address of the client that you have set up the pack for, assuming that is who you are sendiing the documents to for signing
-
James Dolahenty
commented
I find doc packs good, but this is one painful point, copying emails over and over. Should just come from the original database of client details you would think