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Hi,
One of the major flaws with Doc packs is where multiple signatories are required, some individuals may sign and others have not, then the Doc pack remains on the system as incomplete. This area needs to have the same indicator in a separate column that shows the status of the Doc pack at any given time rather than have to go repeatedly into each individual Doc pack to find out the status. Not having a visual over this means that where some individuals have signed and expect that there returns have been lodged, unfortunately remain on the system until such time as the Doc pack is completed, subsequently delaying the lodgement of returns that could or should have been lodged, within a reasonable time of signing. ie. 2 of 4 signed or the indicator that would suggest the same.

Thanks

It would be good if there was a way to archive document packs once they have been completed

This makes a lot of sense, so that the items can be marked Completed. Otherwise if staff leave or are on holiday, the returned items may not be dealt with.

It would be good if document packs that are complete can be ticked so staff can note that the completed document pack has been dealt with ie financial statements etc downloaded. Then we can see what completed document packs still need to be sorted out on our admin end.

Why does the client receive an email when you cancel a document pack? Crazy, surely you can add a delete option and/or an archived option please.

An additional folder called 'Archived' would make practice administration more streamline, just like within Xero Tax.

Once client document pack has been dealt with it can than be reallocated to the achieved folder.

Deleting them is the only available option and the Client is Emailed, which freaks them out

Very critical for document managament. Please implement