Settings and activity
8 results found
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29 votes
Rebecca Palmer
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23 votesRebecca Palmer
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90 votes
Hi community, thanks for your support and sharing in the idea here. Diving into your comments, there are a few different ideas that we're picking up on within this one thread;
- ability to change the email address/contact of a sent pack
- ability to add additional documents to a sent pack, and
- the ability to edit metadata of a sent pack
For the first, we'd like to better understand what is driving the need to change the email address? is it down to a typo when entering it? or if its on a tax return, is it wrong on the client record etc?
Although it's not possible to add additional documents to a pack right now, creating and sending a new document pack is essentially the same - Is there any reason this isn't suitable?
Lastly, it'd be good to get more substance of how the ability to rename a pack…
An error occurred while saving the comment Rebecca Palmer
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8 votesRebecca Palmer
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41 votesRebecca Palmer
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38 votes
Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread
- Ability to create a default email template for sending document packs
- A text box on single documents in a pack
We have another idea that's been started around the default email template across here and I invite all those interested to add their votes.
For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately.
Rebecca Palmer
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46 votesRebecca Palmer
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11 votesRebecca Palmer
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1. Changing email address' would be useful when a client has multiple email address'. Sometime the original document pack might be sent to an email address that is not linked to their Xero login. The client then has difficulty accessing the documents, especially if they are already logged into Xero on their computer. If the document pack has multiple signatories currently you have to cancel the pack for everyone and resend it. The client who is not impacted then receives multiple emails about the pack being cancelled and resent. You also have to manually re-type the cover email as there are no templates.
2. Sometimes an extra document needs to be added to a document pack, that may have been missed. Currently you need to cancel the document pack and resend it. Again this requires a lot more time than just adding the documents, as you have to add all documents, edit the signature fields and re enter the cover email. The client is also sent an email about the pack being cancelled, which doesn't look good.
Similar to this, there are times that you may need to change a document in the pack. For example I recently used document packs to send a client their tax return (the pack included the husband and wife's returns). When the client reviewed the return they advised of a change that was needed. I then had to adjust the return and send that to the client in a new document pack. I didn't want to cancel the original as the husbands return didn't need changing. It would have been much more streamline to be able to remove the incorrect return and add the adjusted return.