Customer feedback & Ideas for IRIS

Suggest & prioritise ideas for our customer-driven roadmap

Ability to upload a document to all openspace clients from within openspace

Thought this would be a built in feature. Wanted to upload urgent info about office open/closed and revised staff contacts etc due to COVID-19 and was surprised it could not be done simply from within openspace.

  • Rod Podger
  • Mar 30 2020
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  • Guest commented
    19 Apr, 2022 12:16pm

    Did this ever get incorporated? Am sending out Tax Return checklists to clients and would be useful to upload this to each client into their OpenSpace user area.

  • Rod Podger commented
    22 May, 2020 04:54pm

    Hi Mike. It just seemed a natural thing to be able to do. The need to send a notice prompted me - sudden bulk emails of that nature can sometimes cause issues. Sending a distinct copy per client in document form to openspace seemed a better option. But in more 'normal' times, if we were to amend say our standard terms and conditions or privacy notice - which we would want to go to all clients - it would be nice to have that ability via openspace as an 'upload to all' - rather than laboriously one by one. Many thanks. Rod

  • Mike Turner commented
    22 May, 2020 04:03pm

    Thanks for the feedback, is it actually documents you need to share or more like a notice? If its a notice wouldn't it be better to do an email or SMS comms? Let me know keen to explore this.