107 results found
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Improve e-sign User Experience
E-SIGN ISSUES - It is NOT clear to clients that they have to click the small box next to the document link to activate the green e-Sign button - This needs to be made clearer in some way, as several clients struggle with this step Suggest that when the client clicks the document link it downloads the document but also shows the Green e-Sign button to allow the client to sign
59 votes -
Custom merge fields in message templates
Templates - can we have the ability to create our own merge fields as managers would like their qualifications on the sign off. We would also like to be able to add a field that pulls through the CT filing deadline (i.e. 9 months and 1 day)
35 votes -
Add recipients during e-sign setup
We need to be able to edit recipients so that we can add a recipient in whilst setting the signing prompts. At the moment, if you realised there are two signing whilst you are in the document, you have to start the whole process again.
36 votes -
Manual reminders sent to client
We need to be able to RESEND a document as a reminder to the client to sign – it would be preferable that we do this manually so it is easier for the client to locate in the inbox after a reminder phone call. We DO NOT want automated reminders as this annoys clients.
43 votes -
Mandatory 2FA when client activates their account
In order to make the activation process easier, please remove the option to do the 2FA process later as this has to be done straightaway in order for the client to be fully activated. This is causing a lot of confusion and then causing further issues as clients are leaving the 2FA until later, then they are not set up which is then becoming an issue when we are sending the documents to sign.
29 votes -
Improve Client account set up user experience
In the Activation box, instead of Your Password, can it say “Create a password here” in the box as clients tend to think that they already have a password
27 votes -
Improve the user experience for e-Sign when amending the signature
Several clients have said that the signature is unprofessional so please can the CHANGE SIGNATURE OPTION BE MADE MORE OBVIOUS, as currently you have to click on the auto signature to get the Change signature option up.
18 votes -
Improve the e-sign user experience on Mobile devices
At the final “FINISH” step we found we had to turn the phone horizontal to be able to fully see FINISH instruction. Please can the visibility be made better so it can be clearly seen on a mobile phone as most clients use their phones to complete the e-Sign process
17 votes -
Improve e-Sign user experience on Mobile devices
Visibility on a phone is difficult and when you click the arrow to take you to the signing prompt you still have to scroll down to view the signing prompt area and this is not obvious to most clients. Please can it go directly to the signing prompt to avoid any confusion.
13 votes -
Improve the e-sign User Experience on mobile devices
The e-Sign and Submit and navigating arrows Icons are not obvious on a mobile phone. Can the arrows be replaced with the word NEXT and the e-Sign Icon needs to say E-Sign, rather than being a pen symbol as this is not obvious what the icon actually is.
15 votes -
Add note to users that WK Account Recovery Codes Must be saved
At the Recovery Codes point, please add you MUST save these codes
14 votes -
Improve the 2FA setup user experience for Clients
Please can you put the 2FA options in a different order so that SMS is the first option, the Authenticator App 2nd and the E-mail last (this is because most clients are not yet familiar with the Authenticator App
13 votes -
More descriptive password prerequisites for OneClick account creation
Client struggled to set password on a new OneClick account on the account creation page for multiple days because they were using the £ symbol.
Message they had was just "special symbol". They were confused because they were using one and so thought they were doing it correctly. This issue is simple, the error message is vague and there isn't any instructions on the page as to what symbols are/aren't allowed.
Interestingly when a OneClick user is going through the password reset process and they use an invalid symbol there the error that is displayed is "The password contains invalid…
3 votes -
Ability to select employee sending for documents requiring approval
As we have different employees dealing with tasks within workflows the person sending a document for approval may not be the person that needs to action the next task after approval. This is would also be helpful if a Client's normal manager/employee contact is off sick or on holiday, that another employee can send documents for approval on their behalf and those approvals go back to the manager/employee contact. Support suggested that I use this platform as it was a good idea.
1 vote -
Document tile should be removed and access via folder on side menu
When a client logs in they see a tile that says messages & documents, they click this then to 2 tiles one says messages and one is documents. Although the ability to hide documents to approve tile has been given, it still means client have to drill done 2 levels to access messages and can still get side tracked by the documents tile. The documents tile should be removed as there is already access to the documents folder in the side bar, or it should be renamed "Document Library" so clients are not tempted to click there rather than the…
3 votes -
Just one document approval email
If we send a message to a client with 4 documents requiring approval, and the approval reminder service is switched on, it would be better if just one reminder email was sent to the client. Rather than them being bombarded with 4 separate emails all saying exactly the same thing. The emails are not specific to the document anyway so there is no need for several, it just annoys the clients.
1 vote -
Green / Grey Circle also needs an alternative
For users that are red/green colour blind, identifying the difference between grey and green is extremley difficult.
ideally in the field chooser having the wording one click status to be 'activated' or 'pending' would be a suitable alternative for those who cannot differentiate the circle colour.7 votes -
Sorting of VAT Periods in One Click
While it is possible to sort the columns on the VAT Client screen manually there appears to be no logic to the default order in which periods appear. Surely the default position should that the periods are sorted by the due date, with the latest at the top. It is frustrating that you have to click on multiple screens. It is also frustrating that the user choices of sorting are not retained.
3 votes -
Reduce Automated notifications to Clients
Currently, if we upload 10 documents for e-sign to a client within one message, they will get 10 separate automated emails to tell them they have a document to e-sign. Would it be possible to improve the algorithm so that only one email is sent per message?
1 vote -
DDR download
I'm really suprised this isn't a feature already but, we need the ability to bulk download documents attached to an income source on the DDR. we have the ability to download in bulk from M & D but not on the DDR Attachments.
3 votes
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