Document Packs - Ability to mark as complete
It'd be great if we could have a "Mark as Complete" option for Document Packs. We've got a bunch of Doc Packs that will forever sit in 'sent' because of various reasons and it would be great to clean them up.
Examples of these situations - when a doc pack is sent to multiple people, and maybe one of them dropped into the office to sign the financials in person - we've now got a partly signed document in a Doc Pack, and a physical signature as well. In this situation, it'd be great to be able to mark the Doc Pack then as complete. The only option at the moment is to cancel the doc pack which we don't want to do.
Thanks
Sarah Monash
shared this idea
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Steven MacDonald
commented
I agree with the comments below - this is definitely one of the clunkier aspects of the Xero offering and I would think a solution would not be too difficult to achieve.
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Jennifer Martyn
commented
Completely agree with Sarah's comments. Often the case that parties to the document pack are unable to e-sign and opt to sign a paper copy.
The ability to be able to "amend" an email address once it's been sent for e-signing would also be a good option. As can sometimes be the case an email address is wrong or has been changed or a client prefers an alternative email address (after the fact). Hope XERO will consider both suggestions. Thanks -
Sarah Monash
commented
It'd be great if we could have a "Mark as Complete" option for Document Packs. We've got a bunch of Doc Packs that will forever sit in 'sent' because of various reasons and it would be great to clean them up.
Examples of these situations - when a doc pack is sent to multiple people, and maybe one of them dropped into the office to sign the financials in person - we've now got a partly signed document in a Doc Pack, and a physical signature as well. In this situation, it'd be great to be able to mark the Doc Pack then as complete. The only option at the moment is to cancel the doc pack which we don't want to do.
Thanks