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1. Document Packs - Edit sent pack

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   28 comments  ·  For accountants & bookkeepers » Xero HQ  ·  delete…  ·  Admin →
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   under review  ·  AdminKelly Munro (Community Manager, Xero) responded

   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;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. 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 would be of use. Are there any instances you've needed this and can share?

   
   

   Deeper understanding from you all will help the team determine what could be. 🙂

   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;

   1. ability to change the email address/contact of a sent pack
   2. ability to add additional documents to a sent pack, and
   3. 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… more

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   Colin Harvey commented  ·  17 March, 2023  ·  Edit…  ·  delete…

   Often clients just want to use a different email address for security purposes, we send to one address and they say, that address is now accessed by staff, please use another.
   We will sometimes have the wrong signee on a document, for example Dad when it should be Mum, this is usually where we have added a signature box on a pdf rather than a Xero generated document. Currently we don't want to cancel the document pack as other members have signed their documents, so the only option is to set up a new document pack to send the updated document through, but then the original document pack does not get completed as the client doesn't decline the signature.
   Being able to add additional documents to a pack is helpful from a storage perspective, for example, we leave one tax return off a group, then need to set up a new document pack to send it out, later when looking for the document pack it is not named correctly.

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   Colin Harvey supported this idea  ·  17 March, 2023