When a document is rejected for signing there are times when the document is correct but the client needs an explanation. Once this is given it would be good to be able to reset the document to be signed rather than reuploading.

Problem / why it’s usefulWe lose a lot of time on back-and-forth because clients upload incomplete information (e.g., invoices but missing bank statements), or upload documents outside the relevant tax year. This causes delays, repeated chasing, a...

Esign reminders are currently prepared and polled 24 hours in advance before sending. If a client signs a document within this time, the reminder is still sent unless manually cancelled. An easy change would be to be able to set a custom creation ...

I REALLY, REALLY, do not want to have to remember to switch on Visibility: Allow Client to View & Download EVERY TIME I upload a document. It is a waste of my time and my staff’s time. We would not want to hide uploaded documents from clients ...

It would be great to be able to create letters for posting within AM, using the data already held. Not only would client addresses etc be pre-populated, but the letters would be retainied 'in the cloud'

Could we have a feature to hide folders from clients as well as specific documents.

When uploading documents I usually want to be able to amend the email that is to be sent notifying the client of the document. It would be useful to go straight that email.

Need to be able to place the e-signature field in specific sections of PDF, such as on the Directors report and balance sheet in annual accounts. It's not adequate to have a client simply e-sign the end of the document. That might do for authorisa...

As documents are readable on PDF, it will be great if we can open the documents on Jpeg without downloading that will give great strong positivity to the product. Secondly if we can move the documents that will take lots of work load from our shou...

Allow templates for a folder to be replicated for all similar clients. For example a Permanent File is common to all clients and all accountants so would save an enormous amount of time having to replicate the Permanent File folder structure on ea...