IRIS OpenSpace (archived) | Customer feedback & Ideas for IRIS

Internal e-signature of letters via openspace before uploading for client e-signature/approval

For example, our current process is for any letters/correspondence leaving the office to be approved by a senior member of staff. It would be useful if the upload process to OpenSpace had an interim process whereby the letter/document could be for...

Created 26 Jun 14:02 by Guest

IRIS OpenSpace (archived)

1

10 Vote

Permissions for Clients on Openspace

If there are multiple people within an organisation which need to receive documents for approval from us, but we need to restrict who can see what else has been uploaded on openspace. For example Director who needs to approve a document on behalf ...

Created 15 Apr 16:08 by Jonathan Hall

IRIS OpenSpace (archived)

5

11 Vote

The ability to delete invoices from OpenSpace

Will assist in keeping memory usage down and also the ability to keep the system tidy and delete clients

Created 25 Feb 13:29 by Guest

IRIS OpenSpace (archived)

9 Planned

12 Vote

Store default approval wording for different documents AND save wording templates for custom approvals

We currently keep our own document of approval wording depending on the document we need approval for that we have to copy and paste into custom approval section when requesting approval. The ability to set a default wording based on the document ...

Created 20 Jun 19:36 by Guest

IRIS OpenSpace (archived)

1 Planned

9 Vote

Ability to view all client OpenSpace users, and what OpenSpace clients they're associated with

We can see a list of staff users, but not client users - currently, if an OpenSpace client is showing as 'Active' we have no idea which of the users set up on that client have actually signed up and logged in. We are unable to see if a user has be...

Created 21 Oct 10:28 by Guest

IRIS OpenSpace (archived)

2

8 Vote

If a client does not approve a document on OpenSpace and there is a need to re-send for the approval. It would be handy for it to note the date the approval was originally requested.

The client often doesn’t approve the documents so I need to send a reminder. When you re-send the approval request it only shows the current date, not the previous date you asked for approval. I would like to be able to see a trail of when I reque...

Created 23 Jan 12:27 by Guest

IRIS OpenSpace (archived)

3 Planned

Customer feedback & Ideas for IRIS

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An option to cancel an approval request once one has been made would be useful.

E checklist cannot be seen in Openspace on Ipad

More specific filenames when uploading documents

Active OpenSpace client indicator

Internal e-signature of letters via openspace before uploading for client e-signature/approval

Permissions for Clients on Openspace

The ability to delete invoices from OpenSpace

Store default approval wording for different documents AND save wording templates for custom approvals

Ability to view all client OpenSpace users, and what OpenSpace clients they're associated with

If a client does not approve a document on OpenSpace and there is a need to re-send for the approval. It would be handy for it to note the date the approval was originally requested.

Filter by status

Filter by category

Identify yourself with your email address

An option to cancel an approval request once one has been made would be useful.

E checklist cannot be seen in Openspace on Ipad

More specific filenames when uploading documents

Active OpenSpace client indicator

Internal e-signature of letters via openspace before uploading for client e-signature/approval

Permissions for Clients on Openspace

The ability to delete invoices from OpenSpace

Store default approval wording for different documents AND save wording templates for custom approvals

Ability to view all client OpenSpace users, and what OpenSpace clients they're associated with

If a client does not approve a document on OpenSpace and there is a need to re-send for the approval. It would be handy for it to note the date the approval was originally requested.