Documents

It would be useful to have conditional logic available in the LoE templates so that we can choose to display different text in certain circumstances based on the value if a particular field.

We would like to be able to use the long date format without a leading zero on client document. E.g. 6 August 2026 instead of 06 August 2026

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 more efficient if we could have the option to add a second signatory when uploading bulk documents for signing. Currently when you select "Request E-SIGN for documents" it only defaults to the main contact! This would be of great benef...

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.

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'

We need to be able to have our logo on the LoE centered at the top of the page. Currently using the Header function on the LoE template only allows the logo to be left or right-aligned. When we bypass using the Header function and put our logo in ...

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...

Allow documents to be uploaded as part of a workflow step/subtask