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Status Planned
Categories Practice Management
Created by Tara Hotston
Created on May 2, 2023

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When notification comes in that client has signed a document-click the notification to go straight to the client

You have to confirm you have read the notification to clear it, but if it goes straight to the client you can then file the return. Just speeds the process up.

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    Rob Millen
    Reply
    |     May 4, 2023

    Thanks Tara, this sounds very sensible, we'll look at making this change soon.