Stacie Freudenberg
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An error occurred while saving the comment Stacie Freudenberg supported this idea ·
When a client completes multiple forms sent to them for intake, the final forms are all lumped into one single PDF document. This creates a great deal of difficulty with easily finding the separate documents at a later date. It would be much more helpful to have the documents save as separate PDFs for individual file naming and retrieval. With the way the system works now, I have to send each intake document separately through the client portal to achieve this. Clients are then bombarded with lots of emails notifying them of documents waiting, as well as difficulty understanding how many forms are waiting to be completed.