John Maloney, Jr
Comments
-
Our firm has also had clients requesting this.
-
Then I'd say you're very fortunate. Too many of our clients have clicked finish and called or emailed us asking to re-open the gather request so they can upload more. This is a daily occurrence. If...
-
Would like to see this implemented in the future. It's too easy for our staff to miss marks made on the Organizer after feeding through the scan software.
-
Same thing happening in our firm. I like Morgan's idea ^.
-
This is a big pain point for us as well. Even if we send to one person and let the client put in their spouses email address, we need to take an extra step to make sure that's the correct spouse to...
-
I think there is a popup that says they won't be able to upload again after clicking Finished, but this is often ignored. Also the "Next" button on the bottom of the Organizer page implies next pag...