Settings and activity
2 results found
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1 vote
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Hayley Pritty
shared this idea
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58 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.
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Hayley Pritty
supported this idea
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This is an absolute essential feature! As accountants, we NEED the ability to standardise our own wording on emails being sent to our clients