Reorder the steps for a client to complete the Gather process
Many clients are asking us to reopen the organizer section as they click past it to get to the Upload Documents Section. If the request to Upload Documents came before Complete Organizer, it would seem clients might have more flexibility and visibility to the process. Another option might be to allow users to navigate to all pages, then once they click on Finish, allow them to mark each section complete or if applicable, send to their spouse for review.
During my personal testing, I found it frustrating that you can't get to see the specific document request list without completing the previous three sections (Sign Documents, Answer Questionnaire and Complete Organizer).
Why is there such a hard close to each section? If I were an end user, I would like the option to return to a previous section before finalizing the entire process.
Comments
We have also had clients experience difficulty with the different sections. They are used to choosing the Next button with Returns so they hit Next in their Organizer thinking it will go to the next page but it closes their organizer and takes them to the upload section. I think a way for the clients to choose which section they want to go in is a great idea. I understand it's very nice to have them unable to skip parts but since they can skip the Organizer on their phone - since it doesn't work on mobile - those clients experience Gather in a different way than those who utilize computers. The ability to return to sections is before fully submitting is a great idea too!
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