Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to change the default Electonic Approval statements

When asking a client to digitally approve a document, would be helpful if we could change the default wording to something similar to the Automail letter, "lease check this return carefully" etc. and similarly when asking them to approve accounts, to wording similar to the client approval within the accounts, so that we do not hav eto re key it in every time.

  • Guest
  • Apr 17 2020
  • Will not implement
IRIS OpenSpace (archived)
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    • Admin
      Simon Collen commented
      June 17, 2021 13:21

      Hi Julian,

      Thanks for taking the time to raise this suggestion, this has also been created some other people so I will link these together and close this one as a duplicate.
      For your reference the new idea is: IASOS-I-24

      Kind regards

      Simon Collen

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    • Mike Turner commented
      May 22, 2020 15:56

      Thanks for your idea, i know it would be more generic but what about using email templates for this effect? So on the approval email you could say "please check this document carefully"

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