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  1. Document Packs - Text box for documents within a pack

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

    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. 

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    Rob McMellon commented  · 

    Being able to streamline correspondence with clients is a major reason for using Xero and being able to standardise emails and cover letters that go to clients on a regular basis would greatly assist in the task, thus saving time and ensuring consistency and accrucary in the process. This can be done with the letters in Xero Tax is there really much difference with Document Packs?

    Rob McMellon supported this idea  ·