Kelly Howard
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Gather optional comment field
Add an optional comment field (“Client Notes”) for each document in the Gather, Upload Documents section. This field allows clients to provide context when a document is not uploaded. Common use ca...
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Roles & Permission
I am submitting this request to address ongoing challenges with the current roles and permissions structure within the system. The predefined permission groupings do not accurately reflect the need...
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Number of lines displayed per page
The system to allow the number of lines displayed per page to be stored as a user-specific preference, ensuring that the selected setting persists across sessions and page refreshes until the user ...
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Answered
Gather Roles & Permissions
We would like to have a Gather Role & Permissions for downloading ONLY! This way staff can download on the weekends if need be.