Show Document Checker Warnings on Staff Side
complete
M
Melissa Smith
I love the document checker feature that alerts clients when they may have uploaded the wrong document or reporting period. I recently had a client upload an April 2025 owner statement when April 2026 was requested, and the client portal correctly identified and displayed that discrepancy.
I would love to have that same warning visible on the staff side. I didn't see the warning when reviewing the uploaded document, so I spent time entering and reconciling the statement before realizing it was for the wrong year.
Since the document checker has already identified the discrepancy, displaying that warning to staff directly on the document request/upload would help prevent unnecessary work and make an already great feature even more useful.
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Amanda Aparicio
updated the status to
complete
Previously, we were only showing the little "warning" icon on the firm side if a client actively clicked to dismiss the warning on their end. Now, we
always
show the warning to the firm user if our agent identified the file as being incorrect, regardless of if the client clicks to dismiss the warning on their end or not. Thank you for the feedback!!