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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

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Sarah Monash shared this idea  ·   ·  Report…  ·  Admin →
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  • Sarah Monash commented  ·   ·  Report

    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