Settings and activity
13 results found
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135 votes
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Sam Corbeau
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46 votesSam Corbeau
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85 votes
Sorry for the status confusion here, Simone. Atm, our team has no plan in building the ability to roll forwards the balance sheet items in Workpapers for now. Rest assured that we’ll still gauge the interest in the community here, so keep voting and let us know how this feature can ease your workflow.
Sam Corbeau
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2 votesSam Corbeau
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32 votesSam Corbeau
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17 votesSam Corbeau
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38 votesSam Corbeau
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67 votesSam Corbeau
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65 votesSam Corbeau
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17 votesSam Corbeau
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145 votesSam Corbeau
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38 votesSam Corbeau
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90 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 Sam Corbeau
commented
Agree with all comments.
If I have the wrong email address for one signee and donwload the partially signed document to load into a new pack, this leaves the old one unsigned forever. The new pack also doesn't like the partially signed document because it has existing signatures embedded, so we have to go through a rigmarole to bring this into the new document pack.
Wastes a lot of time.
Doesn't make sense that a partner plan can cash code but a starter plan can't. I dissuade my clients from going on the starter plan and rather stay on the partner plan because of this feature missing.