Document Packs - Send me a copy of the email
Be able to see the email body of the document pack that was sent or alternatively a copy of the document pack sent to the staff member who sent it to the client so that there is a record of what the email body contained.
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Elli Hennessy commented
It would be extremely helpful to be able to save a PDF of the covering letter sent with document packs, particularly for firms who customise cover letters for individual clients.
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Zhiella Turingan-de Jesus commented
Agree with this. There should be a way to search for messages sent to clients and not just the attachments.
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Kirsty Tunnicliffe commented
We definitely need the ability to see what has been sent especially if there are any issues down the line with for any reason
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James Dolahenty commented
Yes, we need this, so have a record of what was said, especially if text was edited