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Please show User/subscriber reference whilst signing & viewing the documents.

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  • Re: Please show User/subscriber reference whilst s...

Please show User/subscriber reference whilst signing & viewing the documents.

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DMc
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on ‎01-06-2017 11:48 AM

on ‎01-06-2017 11:48 AM

Please show User/subscriber reference whilst signing & viewing the documents.

As when the user/subscriber goes to sign Documnents and also view from there the user reference is not visible. Please to prevent misfiling & possibly worse mis-signing.

 

Would also like better workflow when viewing the same document; suggest tree view of current position at least add a forward/next document button.

Thanks Smiley Happy

Make every day count, keep smiling! Smiley Very Happy
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DMc
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on ‎01-06-2017 11:52 AM

on ‎01-06-2017 11:52 AM

Re: Please show User/subscriber reference whilst signing & viewing the documents.

Suggest to add a 'back' to workspace button along with viewable reference button. on the document sign page.

 

Please add 'download all' documents here too. Smiley Happy

Make every day count, keep smiling! Smiley Very Happy
  • Tags:
  • documents
  • improvement
  • signing
  • suggestion
  • viewing
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on ‎01-06-2017 11:55 AM

on ‎01-06-2017 11:55 AM

Re: Please show User/subscriber reference whilst signing & viewing the documents.

Maybe best to go one better and supply the download of all document with the successful signing. Smiley Happy

Make every day count, keep smiling! Smiley Very Happy
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on ‎27-06-2017 06:42 PM

on ‎27-06-2017 06:42 PM

Re: Please show User/subscriber reference whilst signing & viewing the documents.

Match Tasks refernce to subscriber reference.PNG

 

Need to use the updated -if applicable 'Subscriber Reference' in the outstanding Task area - especially where (PEXA connected) csv opening of workspace seems to default to file number rather than file/matter description. TA

Make every day count, keep smiling! Smiley Very Happy
  • Tags:
  • file upload
  • PEXA Connected
  • Subscriber Reference
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