Documents Request on Client Request

John_Damous

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.

John_Damous

It would be great to make this possible within a Task, same a the Client Request feature already available in the task window

brielle_ptaxes

Brilliant!
@jeffrey.mcneal why cant i post gifs any more?

TaxDiva

I suggested something like that earlier. It would make it so much earlier than every client asking what they may need. I created something like that but I wasn't able to figure out how to do it in request form so I gave up.