Settings and activity
2 results found
-
98 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…
Lynette Gray
supported this idea
·
An error occurred while saving the comment -
13 votes
An error occurred while saving the comment 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
·
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.