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.
-
Sam Gray
commented
Wild that the email that is sent to clients with documents for signing is lost forever... wild.
-
Sara Baynes
commented
A BCC field on the send for signature would be useful and so we could send a copy to ourselves?
-
Sara Baynes
commented
I agree - and not just the document packs - also the basic tax return sent for signature per this link as sometimes I add unique wording and once it is sent I do not have record of what was written to the client. https://central.xero.com/s/article/Request-an-e-signature-for-a-tax-form#Resendarequestforesignaturetoyourclient
-
Tessa Roberts
commented
To use this feature, we need to see the email body - it is essential for our practice
-
Laura Handley
commented
Please add, we cannot use Document Pack for exactly this reason.
-
Elise McKinnon
commented
Please add this, it is essential to our practice
-
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.
-
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.
-
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
-
James Dolahenty
commented
Yes, we need this, so have a record of what was said, especially if text was edited