K1x Ideas
Describe your idea. The more information you provide, the clearer picture of your idea we will have. |
Include information indicating which user uploaded which items and when (date/time stamp). Allow selection for multiple files to be downloaded at once. |
How will this idea help you and potentially others? Understanding how things are done today, where the pain is, and how the idea is beneficial puts us in your shoes. |
With multiple client and firm users, it's confusing deciphering who uploaded which documents (and when). This will streamline identifying which attachments/uploads are new/from the client and save time selecting/downloading. |
Who will benefit from this idea? Whether it's specific roles of users, users of a specific product, or certain departments/markets, this helps us know who to talk to when we need more information. |
Firms allowing clients access to their 990, requesting uploaded information. |
How do you envision this idea being implemented at K1x? You're the expert and understanding how you see this working helps kickstart the idea. |
Rollout new and improved folders with this additional functionality. |