Answered
Doc Request List - Attach files for client to complete
It would be great if we could send a file along with a DRL - our clients struggle greatly with the SS Organizer - we'd love the ability to send them a questionnaire pdf that they can quickly fill out and upload with the other documents in the DRL.
Please consider adding this feature to DRL!
Comments
Hello Marty!
I'm happy to submit this as an Enhancement Request! The Document Request List is a feature solely meant for retrieving documents from the client, so in the interim, I recommend sending supplemental documents to the client using SafeSend Exchange!
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