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

Add notification to client signature on documents portal

Client signs document and the box disappears- several clients have emailed to say they didn't know if it had worked. There needs to be a message pop up to say that it has been signed and a notification has been sent to the accountant.

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  • Admin
    Rob Millen
    Reply
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    Oct 14, 2024

    Hey Tara, this request was recently implemented.