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  1. Document Packs - Text box for documents within a pack

    43 votes

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    9 comments  ·  For accountants & bookkeepers » Xero HQ  ·  Admin →
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    submitted  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi everyone, thanks for your support in the idea here. Reading over there are 2 separate requests in the one thread

    • Ability to create a default email template for sending document packs 
    • A text box on single documents in a pack 


    We have another idea that's been started around the default email template across here and I invite all those interested to add their votes. 

    For the thread here I've updated the title slightly for the Text box on individual documents so we can track the interest in each of these separately. 

    An error occurred while saving the comment
    Sharon Kawe commented  · 

    In a world in which we work with clients how do not always even live in the city we work from Xero's Adobe Sign is not fit for purpose for accountants. We are forced to use a competitors product as while our clients, tax return and financial statement signing includes signature and date of signing. We also use digital signature software to collect clients complete addresses, birth dates and country of birth etc in our onboarding processes.

    Happy to speak with Xero's development team to help them understand the needs of accountants.