Settings and activity
8 results found
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4 votes
Elli Hennessy
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41 votesElli Hennessy
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11 votesElli Hennessy
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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…
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14 votesElli Hennessy
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29 votes
An error occurred while saving the comment Elli Hennessy
commented
It would be extremely helpful to be able to save a PDF of the covering letter sent with document packs, particularly for firms who customise cover letters for individual clients.
Elli Hennessy
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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.
An error occurred while saving the comment Elli Hennessy
commented
Can you please advise where the thread for the email template for document packs is? I think it is just as important, if not more important than being able to add a text box. Please add a link to that thread. Thanks.
Elli Hennessy
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142 votesElli Hennessy
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I completely agree with all of the reasons listed by others in this thread. Document packs are an extremely important way to streamline business practices. But the issues brought up here show that it can actually end up being inefficient if you make a small error and don't realise until after sending.