Documents - Add conversation thread directly within Documents receipt review for client follow-up
Please add the ability to message a client directly from a receipt or bill in Documents.
When reviewing documents, we often need to ask for missing details or clarification. Right now, we have to switch to another tool or workflow, which is slower and separates the conversation from the document.
It would be much better if we could:
- send a question from the document itself
- keep all replies attached to that same document
- let clients upload extra information directly against the document
- see a clear history of the conversation during review
This would make client follow-up and document review much faster and keep all context in one place.
Christina Duff
shared this idea
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