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← Wolters Kluwer Tax & Accounting Product Feedback Forum

Settings and activity

4 results found

  1. Clients want save message as draft

    173 votes
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    7 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Gemma Stace supported this idea  · 

  2. Automatically convert documents to PDF for Portal

    28 votes
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    1 comment  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Gemma Stace commented  · 

    Within our firm we have developed an update to the workflow protocol to address this. We have added an additional filter on the Extra tab and when this updated to show the portal as the default method for correspondence, an additional step is added to the workflow to convert the document to PDF before locking. We can provide extra info on this if needed.

  3. Message Tracker - to always include the client code, and a clearer reason for why a message might fail to send

    7 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Gemma Stace supported this idea  · 

  4. Seperate "delete draft messages" and "delete messages" security permissions

    13 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Gemma Stace supported this idea  ·