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  1. Ability to remove "requires approval"/pending requirement without deleting message/document.

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    3 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Barry Robinson commented  · 

    It would be very useful to remove the approval flag on a document that has been uploaded to the Portal. We have had occasions where the client has been unable to access the Portal for technical reasons and has been sent the document by email which has been approved by email. Similarly there are circumstances where the client can provide approval verbally when discussing the document. It looks unprofessional for a document that has been approved outside the Portal to still be showing as unapproved in the Portal.

    Barry Robinson supported this idea  ·