Documents

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...

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.

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 ...

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 ...

It would be great to be able to create letters for posting within AM, using the data already held. Not only would client addresses etc be pre-populated, but the letters would be retainied 'in the cloud'

It would be extremely helpful to have a Global Document Library within Bright Manager. At the moment, if we want to share a standard document (for example payroll forms, brochures, guidance notes, etc.), we have to upload the same document individ...

Need to be able to place the e-signature field in specific sections of PDF, such as on the Directors report and balance sheet in annual accounts. It's not adequate to have a client simply e-sign the end of the document. That might do for authorisa...

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

As documents are readable on PDF, it will be great if we can open the documents on Jpeg without downloading that will give great strong positivity to the product. Secondly if we can move the documents that will take lots of work load from our shou...

When uploading documents I usually want to be able to amend the email that is to be sent notifying the client of the document. It would be useful to go straight that email.