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  1. 1 vote

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    Hi 👋 your idea is being looked into by our Community team. We'll be in touch soon to update you once your idea has been reviewed.

    Did you know you can join our Xero Research panel to be involved in early testing and research? Find out more and sign up through our website 🙂

    Lynette Gray shared this idea  · 
  2. 122 votes

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    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.

    Lynette Gray supported this idea  · 
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    Lynette Gray commented  · 

    If one sends a document pack and the client cannot open it for signing for some reason, we then need to send it a different way and the document sits on our list with 'sent'. The only option is to cancel which then sends an email off to the client and they then contact us asking why is has been cancelled. It would be great to have a 'delete document pack' option.
    Also a typo error in the email will not inform you that it has not been sent to the recipient and no way to correct it on the document pack once it has been partially signed.

  3. 19 votes

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     ·  8 comments  ·  Practice tools  ·  Admin →
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    Lynette Gray commented  · 

    Why does the client receive an email when you cancel a document pack? Crazy, surely you can add a delete option and/or an archived option please.

    Lynette Gray supported this idea  ·