It would be helpful to have auto message templates for receiving records for different services, rather than one generic one. This would allow us to adapt the information, such as turnaround times, dates etc, rather than manually changing each one.

Esign reminders are currently prepared and polled 24 hours in advance before sending. If a client signs a document within this time, the reminder is still sent unless manually cancelled. An easy change would be to be able to set a custom creation ...

You can Bulk move tasks but the work flow remains allocated to the original staff member. so now 2 staff members are showing the task Ideally an option to bulk move the Workflows at the same time

I would like to be able to search on the individual client timeline by a date filter.

We added a client some time back, with several tasks, including PAYE. It looks like this task is driven by the ‘RTI Deadline’ in the ‘PAYE Details’ area of the client details. We didn't realise this and no task was created: We’ve missed registerin...

Any changes made to existing Resource documents require you to save down on your desktop, delete the existing file, and then re-upload the new one. Can we save changes to existing documents?

Currently, the notification system can become quite full very quickly. It would be useful if there could be an option to have more visible notifications - either linked through our emails or an section that indicates more urgency, with a pop up fe...

When a document is rejected for signing there are times when the document is correct but the client needs an explanation. Once this is given it would be good to be able to reset the document to be signed rather than reuploading.

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