Gather AI - Custom Questions: Add Categories to "Request Document Upload" dropdown list
I would like to add a couple of categories to the dropdown list provided for "Request Document Upload" - specifically it would be nice to have "Retirement Income", "Personal Information", and "Charitable Contributions."
Thank you!
Comments
Agreed. We would like the Categories options to include all the categories we have added in the Secure File Transfer module.
...and if we could have this soon as we would like to get our Gather AI requests out at the beginning of January!
Agreed. We would also like Estimated Payments and Other Documents.
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