I wanted to raise a broader system improvement suggestion, as the current setup presents some practical challenges for us. At the moment, having emails sent from whoever enables or sends the form does not align with how client relationships are ma...

It would benefit everyone who uses BM and Informdirect as you'd only have to input the data once.

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...

Problem: You know what needs to be done but don't know when to do it based on availability or what to prioritise. Solution: Like with the deadline calendar and target date calendar, an option to link a task to a 'Diary/calendar' selecting start da...

Please consider adding a dark mode to the website.

The timeline view has too much detail and is hard to find a specific item you want. An option for single line view, and additional filters, to highlight emails with attachments, task changes, and automatic emails, would make it easier to navigate.

When you download a task list, it gives you a client ID column but this doesn't appear when y ou download a client list - would be helpful to have it as a column option

I would like to see a Previous Email Feild below the current field. When a client updates their email address, as soon as you change the email address, the history of previous emails are lost from the timeline. If we put their previous/old email a...

To have Bright Manager link to HMRC record for Self-assessment clients to populate a field "HMRC expects payment of £"

it would be useful to add to the list of filtering along with deadline or alphabetical order, a latest action date