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CS
Christie Scott
5 months ago
👍
NK
Nancy Kalbfleisch
5 months ago
👍
AR
Ali Ryder
5 months ago
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Ideas
AR
Ali Ryder 🧑‍💼 Staff
over 1 year ago
Open

Add mandatory "Document Type" field

For example, the document types that could get added might be:

  • Proof of income statement

  • Landlord letter of reference

  • Eviction notice

  • Lease agreement

One way that this could help is by showing staff what are acceptable and unacceptable types of documents to add.

Another way this could help would be to determine document readiness for clients - i.e. a client is "document ready" when they have these 4 documents added.

3
🗃️Documents 🔼Improvement
👍 CS NK AR
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