Documents

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?

In documents you cannot search on the home page for documents that are saved in a sub-folder. If clients are using sub-folders and saving a lot of documents this would be incredibly useful

Users would like the option to choose the font style for e-sign to match their branding.

In the list of Signed Documents, it would be most useful to: a) be able to print AND download the signed document from that window, rather than having to go to the client record, and b) to see if said document had previously been printed and/or do...

Any user of BTC software would be delighted if you could upload documents for clients' signatures by pressing a button in BTC( as you can do to Mydocsafe.) I am writing this idea here because you have purchased BTC. Currently, BTC supports integra...

Maybe there is a function for this that i just haven't found yet but every time i try to upload multiple documents to a single folder the second upload will just replace the first upload. It would save a lot of time if we could drag multiple docum...

When uploading a Document you can link a Task to it. But this does not appear on the task. Would be good to include a link to these Documents from the task screen.

Import documents per client in bulk.

When a client e-signs a tax return, I download it to their client folder on my PC and then print it out (I know, but I still like paper !!). Currently, from the "Signed Documents" screen, I have to go into each client to do this, then back to the ...

We had an audit from our accounting body, and one of the things they pulled that the LoE has to be default to the client. So it would should look like default details like Terms and Condition, then each service in turn required will have it own en...