Reject Documents or Requested information
S
Sherri Johanson
It would be nice if we had a button where we can reject a client task, a place to leave a reason why, and the client to receive a notification that it was rejected. Content Snare has something like this.
Log In
Autopilot
Merged in a post:
File upload rejection
K
Kara Taylor
Option to toggle on a reject blocker for a file a client uploads that is incorrect. My clients keep uploading the wrong documents. The AI sees the document is from the same company and accepts the document.
D
Debra J Feltham
Sage Online has this feature where if a client uploads something illegible, or the incorrect document, it can be rejected and the person that uploaded is notified of the status, and why. This would be SUPER useful.