Answered
Document Request List - Send One DRL to TP & Spouse
The document request list needs to be accessible to both TP and Spouse, or if there are multiple people w/in a company that contribute documents, we should be able to create one request that is sent to multiple people and they can separately contribute to.
As it is now, entering multiple emails in the send to field results in multiple requests that must be completed separately. This doesn't work for our MFJ clients.
FYI - a similar request was originally submitted last December, and marked complete, but the CS Rep did not answer the question that was asked, so I am resubmitting, as this change really needs to be addressed.
Comments
Hello Marty!
I have added this as an Enhancement Request for our teams to review! Thank you for your input.
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