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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

12 results found

  1. Improve e-Sign user experience on Mobile devices

    13 votes
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    Tanya Johnson shared this idea  · 

  2. Improve the e-sign User Experience on mobile devices

    15 votes
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    Tanya Johnson shared this idea  · 

  3. Improve the user experience for e-Sign when amending the signature

    18 votes
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    Tanya Johnson shared this idea  · 

  4. Improve the e-sign user experience on Mobile devices

    17 votes
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    Tanya Johnson shared this idea  · 

  5. Add note to users that WK Account Recovery Codes Must be saved

    15 votes
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    Tanya Johnson shared this idea  · 

  6. Improve the 2FA setup user experience for Clients

    13 votes
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    Tanya Johnson shared this idea  · 

  7. Improve Client account set up user experience

    27 votes
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    Tanya Johnson shared this idea  · 

  8. Custom merge fields in message templates

    35 votes
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    Tanya Johnson shared this idea  · 

  9. Add recipients during e-sign setup

    38 votes
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    Tanya Johnson shared this idea  · 

  10. Manual reminders sent to client

    43 votes
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    Tanya Johnson shared this idea  · 

  11. Improve e-sign User Experience

    60 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Tanya Johnson shared this idea  · 

  12. Clients want save message as draft

    173 votes
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    7 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Tanya Johnson commented  · 

    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.

    Tanya Johnson supported this idea  ·