Gather - Ability to Re-Open
I know I've seem some posts about the clients click the "Next" button and send themselves out of a section and unable to re-access until the admin from the firm re-open the organizer or doc upload. An idea that our firm thought of was having the ability for the client to re-open their organizer/doc upload BUT have it within a certain time frame. So, a client hits "Next", doesn't read the warning pop-up asking if they've truly completed the tasks, and closes their request. When they receive the notification email from SS that says they've finished their Gather, there could be a caveat "If you have finished in error, click this link to re-activate your Gather Request. This link is valid for X amount of time". That way, the client has some time to address their error, i.e. they work on their request after hours or on a weekend and don't have to wait for admin to resent them but, it would also prevent the client from re-opening their request months after the fact.
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Hello Tasha!
I've added this as an Enhancement Request for our teams to review! Thank you for your input. This will be reviewed and, if approved, may be implemented in later updates! If you have other requests, please let us know.
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