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  1. Xero Sign | Email notification of who has signed in the document pack

    6 votes

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    1 comment  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Appreciate feedback on our recent update - We've slightly updated the title of this idea to reflect a desire for email notification.  


    Just to note for anyone coming across the idea - within the document pack details you can view how many people have signed the document, including who signed. See our example of what this looks like  🙂

    Denise Hare shared this idea  · 

  2. Xero Sign - Send copy to self

    67 votes

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    submitted  ·  5 comments  ·  For accountants & bookkeepers » Xero Tax  ·  Admin →
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    Denise Hare supported this idea  · 

  3. Xero Sign - Access to view everything in a pack

    9 votes

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    submitted  ·  2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    Denise Hare supported this idea  · 

  4. Xero Sign - have the ability to see if a client has viewed the signing pack

    10 votes

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    submitted  ·  1 comment  ·  For accountants & bookkeepers » Xero Practice Manager  ·  Admin →
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    Denise Hare supported this idea  · 

  5. Xero HQ - Document Packs automated reminders

    26 votes

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    7 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, you can now send multiple reminders at once - you can find out more about it 👉 here. This'll reduce the time spent sending reminders for document packs.

    We aren’t ruling out automated reminders in future though, so give it a go and let us know your thoughts!

    Denise Hare supported this idea  · 

  6. Xero Sign - Order the signature

    9 votes

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    2 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, while this is something our team began looking into, unfortunately this has been put down with other more immediate work taking priority.

    Hopefully they will be able to pick this back up down the track, but we'll move back to Submitted for now and continue tracking the interest here. I'll let you know if there are any more changes.

    Denise Hare supported this idea  ·