Signatures: Notify entire team working on client's account when documents are assigned. Notify us which client it is for
T
Tyler Otto
When a document is signed, it doesn't come through and tell us which client it was for. It also only notifies the person creating the signature request. This is a problem for tax returns because the other team members working on the account don't get notified that the document is signed. This slows down the tax return process.
Please notify the entire team assigned to get notifications on that client.
Also tell us in the email which client it is.
J
Joe Pavone
Also no easy way I see to mass see who has an outstanding signature / send a reminder.