Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Be able to upload multiple documents in one go, client receives 1 email but (for e.g. there are 10 online for approval)

Some clients complain that they receive too many emails as one for every approval online.  If we could bundle upload (as in upload more than one at a time) so that the client only gets 1 email but online, they are all individual files and so would need individual approvals.

  • Guest
  • Feb 4 2020
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  • Guest commented
    6 Feb, 2020 03:43pm

    Re: bundling multiple docs into one document for approval is something we have avoided as we are for example, uploading contract letters together with a tax return package but it is food for thought however it might mean that the 'one document' would be 60 pages long for example.

     

    Regarding logging onto Openspace and upload as it seems to only look for external documents instead of being able to upload from Practice Management/Communications - we don't want to have to save anything extra to our server when it is in Comms.  Do you know of a way to do this where it can pick up docs from Communications?

  • Mike Turner commented
    6 Feb, 2020 03:25pm

    Hello, is there a reason why you dont bundle multiple documents into one document for approval?

    If not, in the meantime you can login to OpenSpace directly and do bulk uploads for approval which would only send one email if all documents were for eApproval.