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Document Packs - Archive once Completed

It would be great if Document Packs could be archived once completed.

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Naomi Medlyn shared this idea  ·   ·  Report…  ·  Admin →
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  • Lynette Gray commented  ·   ·  Report

    Why does the client receive an email when you cancel a document pack? Crazy, surely you can add a delete option and/or an archived option please.

  • Mikhaila Daniel commented  ·   ·  Report

    An additional folder called 'Archived' would make practice administration more streamline, just like within Xero Tax.

    Once client document pack has been dealt with it can than be reallocated to the achieved folder.

  • Rachel Taylor commented  ·   ·  Report

    Deleting them is the only available option and the Client is Emailed, which freaks them out