If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.
Documents Request on Client Request
John_Damous
Transforming problems into 3D solutionsPosts: 106 ✭✭✭✭
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.
Tagged:
Categories
- 43 GENERAL DISCUSSION
- 10 SOFTWARE RELEASES/UPDATES
- 177 IDEATION
- 21 Billing
- 3 Calendar
- 20 Client Requests
- 31 Communications
- Contacts
- 12 Engagements
- 23 Files
- 5 Forms & Letters
- 21 General
- 6 Mobile
- 1 Notices
- 21 Organizers & Surveys
- 13 Portal
- 35 Tasks
- Tax Returns
- Transcripts
- 1 AUDITING
- 3 BOOKKEEPING
- 2 MARKETING AND BUSINESS DEVELOPMENT
- 24 PRACTICE MANAGEMENT
- 4 TAX & FINANCIAL PLANNING
- 20 TAX PREPARATION
- 47 TAX RESOLUTION
Comments
It would be great to make this possible within a Task, same a the Client Request feature already available in the task window
Brilliant!
@jeffrey.mcneal why cant i post gifs any more?