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Documents Request on Client Request

John_Damous Transforming problems into 3D solutionsPosts: 107 ✭✭✭✭

Add ti client request feature to request a list of documents from the client, and the client will have the option to upload the documents via their portal by attaching each document to each request.

Also, the client should be able to submit each document separately or all at once. After a document is submitted it will show the percent of the request completed, and after all, documentation is submitted then it will automatically complete the request and show as waiting for review in the canopy app.

9 votes

New Idea · Last Updated


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