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

    43 votes

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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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    Hayley Bradshaw commented  · 

    This is an absolute essential feature! As accountants, we NEED the ability to standardise our own wording on emails being sent to our clients

    Hayley Bradshaw supported this idea  ·