Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

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 forwarded to a senior staff member for approval first (or e-signature in the case of an enagement letter),then it goes on to be uploaded to the clients' portal.

  • Guest
  • Jun 26 2019
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  • Mike Turner commented
    26 Jun, 2019 08:36pm

    Hi Ceri, thanks for the feedback. This is something we will be looking into, as i know its what alot of customers want and it makes sense. It is too early to say right now, when this is will happen.

    Will come back to you when we start looking into this in more detail.