SafeSend Organizers-Finish Capability on all 3 Icons
Hello,
Please add the capability, that if a client uploads all their documents on the organizer itself, that the client still has the capability to hit "Finish" under the Upload Source Docs Icon. We do not download our documents until client has hit finish on all 3 icons as this assures that everything has been completed. What then has to happen is we wait until the client calls and wonders why the accountant has been in touch with them.
Comments
Or that if a client clicks finish on the upload process it also prompts them to click finish on any steps that aren't complete!
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