A New “Done Uploading” Button and Options for the Client Portal

How do clients notify my firm when they’re done uploading documents? Many firms worry about missing the moment when their clients are done uploading documents.  In general, we recommend that firms utilize workflows and useful features that have a clear “Complete” status. This is possible when you are using organizers (which a client can submit) […]

How do clients notify my firm when they’re done uploading documents? Many firms worry about missing the moment when their clients are done uploading documents.  In general, we recommend that firms utilize workflows and useful features that have a clear “Complete” status. This is possible when you are using organizers (which a client can submit) […]