Document Packs - Edit sent pack
Be able to edit sent document packs.
Purpose: for when clients ask you to send the pack to a different email address or you want to rename the document pack, or add another document.
Maxine Bright
shared this idea
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
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Sarah Pemberton
commented
concur with all comments, ability to add/amend email addresses or rename document pack is critical to optimise the use of Xero HQ.
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Antonia Connolly
commented
This really is critical. Client has changed email addresses after I sent document pack - I don’t want to ‘cancel’ the pack - it will stay there as cancelled, when all I want to do is resend to the new address.
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Nadine Meredith
commented
This is critical as client sometime change email address without let you know or would prefer it to go to work email or personal email