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

When we receive the notification that a client has uploaded a document it would be useful if we could click on the notification, and it takes us to the document. When a client creates several folders but doesn’t necessarily put new documents in th...

It would be useful for the staff member who uploaded a document for approval to be notified of its approval, rather than the manager of the job

In addition to the failure of Bright Manager to enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...

Allow more than one user other than the Client Manager to receive eSign notifications i.e. if the Client Manager is holiday/sick leave, someone else should be able to receive the eSign notification emails

In order to replace a document signing platform we need the functionality of them such as adding in a signature box, a checkbox etc

To be able to move folders and group them within another folder. I have a client where monthly payroll folders have been created and I have a list of 12 monthly folders that I would like to group in one as an annual folder - Can't move them :(

Being able to add standard documents that all or selected clients can see without having to enter the document on each individual portal. Similar to how you can with custom forms.

When an email is received within AM it is automatically linked to the Client and appears on the Client timeline. There is a manual process to add the attachments to your Client's document library. Suggest automatically creating the document within...