Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to add notes when uploading documents to portal

This would allow documents to be accompanied by notes to help clients, i.e. sign on page XX, please pay by XXX, and would also allow for a way of corresponding with clients instead of a cover letter type document, or an email having to be sent.

  • Vicki SILVERA
  • Oct 9 2018
  • Shipped
IRIS OpenSpace (archived)
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  • Mike Turner commented
    April 08, 2019 16:15

    Shipped as 19.1

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  • Mike Turner commented
    November 01, 2018 17:24

    Hi Vicki, this is planned so the idea is you can add a short message when uploading the document via IRIS to OpenSpace.

    Sign on Page XX should be visible on eSignature pending actions? Have you tried eSignature? 

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