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...

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

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enable accountants to set up a default document folder structure e.g. Documents from accountant Documents from client Out of date and amended documents Scanned documents to client I understand that c...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

The ability to move a folder of documents or multiple folders of documents to tidy up the filing would be hugely helpful.

The issue we're encountering is that some clients skip several questions on our SA checklist created as Custom Form but can still submit the form. Consequently, we have to reach out to them externally (since the Custom Form reminders become ineffe...