Enhance signature request functionality to enable clients to sign in the Plannr client portal rather than via a seperate link sent by email.
The separate email link creates a disjointed client experience when all other client communications and tasks are completed in the portal.
We have received client feedback that the current approach is confusing.
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Accepting Feedback
Feature Request
Client Portal
Over 1 year ago

alexstephens
Get notified by email when there are changes.
Accepting Feedback
Feature Request
Client Portal
Over 1 year ago

alexstephens
Get notified by email when there are changes.