Settings and activity
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122 votes
Hi everyone, thanks for showing your interest here. We've been looking into your requests around Document packs, however want to be upfront that right now, editing sent packs is not on the immediate roadmap.
We appreciate you providing more details on the exact scenarios where being able to edit a sent pack would be most helpful. It provides a good picture of the specific problems you're facing, which will help us explore various solutions in the future.
We'll be sure to keep you updated on any progress.
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Colin Harvey
supported this idea
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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.