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Settings and activity

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  1. approval per document

    8 votes
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    0 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Alastair Wilkins supported this idea  · 

  2. Ability for Reviewer to send as creator

    20 votes
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    5 comments  ·  | CCH OneClick | » Messages & Documents  ·  Admin →
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    Alastair Wilkins supported this idea  · 

  3. Portal Message Centre for Un-activated clients

    25 votes
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    4 comments  ·  | CCH OneClick | » Client Workspace  ·  Admin →
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    Alastair Wilkins commented  · 

    This would hurt circumstances where you wish to send documents out but don't want to wait for the client to activate.

    E.g. - First time portal user, you have draft accounts to send but don't want to wait until they're enabled, so you can send over and then when they activate it is waiting for them, shortening your to-do list.