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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…
Rebecca McGann supported this idea ·An error occurred while saving the comment
I agree with other user comments. It would save a lot of time and effort to be able to add / edit / replace document within a doc pack, rather than cancelling and starting again or having incomplete doc packs.
Also being able to edit emails after a doc pack is sent (and then be able to resend to new email address) would help, as often clients don't advise updated email address until after the fact.