Documents

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...

If you need to upload update documents, it's frustrating to go into each document and turn off the request to e-sign. Would instead be more helpful to have a button on the main screen to just toggle on/off

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 ...

When creating a task, the ability to add a link to a document/series of documents, that is in an external storage drive, such as dropbox or Google Drive. It will enable staff to quickly go from seeing their designated task in AM, and then clicking...

This would be useful because at the moment when the LOE is downloaded to PDF by a client, the formatting, spacing and overall look of the LOE is poor.

When a client signes a document i.e Accounts and also at the same time a Tax Return there is no distiction when you print the signature page between the two pages, please can the name of the document be printed somewhere on the signature page?