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Ask my client a list of questions via Client Request.

John_DamousJohn_Damous Transforming problems into 3D solutionsPosts: 106 ✭✭✭✭

Add to the client request feature to request a list of questions from the client (similar to the engagement idea) and the client will have the option to answer each question and save it on the portal.

Also, give the option for client to comment on the question, and the admin will receive this question into the canopy notification and by notification email.

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

see a similar idea here.
https://community.canopytax.com/discussion/395/documents-request-on-client-request/p1?new=1

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