Answered
Organizer sections (NOT GATHER)
Is it possible to change how the different sections in the organizer can be accessed by our clients?
A lot of our clients are just signing the engagement letter and sending their source docs a separate way or mailign them because they can't access the organizer or the document upload section without filling out our questionnaire first. Can you make it where it's not mandatory to fill that out first and have everything accessible after signing the engagement letter?
Comments
Hello Gina,
Thank you for your feedback! We have submitted this as an enhancement request to our Development team. These requests are reviewed and, if accepted, will be implemented. These changes can take some time to complete.
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