Votes
CS
about 2 months ago
👍
NK
about 2 months ago
👍
AR
about 2 months ago
👍
AR
Ali Ryder 🧑‍💼 Staff
about 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.

🗃️Documents 🔼Improvement
Comments
No comments yet. You can still be first!