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Davina Perry
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29 votesDavina Perry
supported this idea
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119 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…
An error occurred while saving the comment Davina Perry
supported this idea
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The time and cost of creating a whole new document pack when it consists of multiple documents to be signed by multiple people seems a bit excessive when an email address could easily be edited when all it was was a typo. In creating a new pack, everyone needs to resign the original documents as embedded signatures are unsupported. So editing a document pack would assist greatly.