Document Packs: Mark as complete when missing signatures
It would be useful to have the ability to mark a document pack as complete even if some of the signatures are missing.
We have had occasions where trustees refuse to sign via document packs after the clients have already signed. We then have to print the partially signed documents and send hard copies for trustees to sign.
This leaves the document pack incomplete. The only option available is to cancel the pack, not ideal The ability to mark the pack as complete would be a great addition.
12
votes
Kim Clark
shared this idea
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Melody Zhu
commented
Yes this is a great idea as I am encountering the same issue with clients and they get annoyed when the document packs are cancelled but signature all collated due to people can not sign into Xero.