Client Document Upload to Safe Send Organizer
After a client uploads a tax document to us, they do not get a notification that their upload was successful; therefore we are receiving multiple copies of the same item. Is there a way you can add a "successful upload" pop up after they have uploaded files?
Another request would be to get a warning about uploading a duplicate file so they know they have uploaded already?
Thank you, Sharon. I will forward this to our development team for consideration.
This is a great suggestion! I would add that they should be able to view the documents prior to uploading so they can verify they attached the correct forms.
Please sign in to leave a comment.