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Mark document as filed once they are signed
I wanted to inquire about the possibility of adding a feature that allows us to track when a document has been signed and then mark it as filed, once the necessary actions have been completed. Currently, we use Dropbox to track when users have signed the 8879 (the agreement to file their tax return). While we can see when the document is signed, we don't have a system to visually confirm once it has been filed. Right now, the process requires manual verification by checking the document to ensure that it's been filed after signed. I am assuming many customers use the platform for business process like this. This would be a way to attract customers to use the platform for tracking process as well- just by adding a box to check off or categorize. What we are hoping for is a way to easily mark or "check off" the signed document once it has been filed, creating a clear indication that this step has been completed. Ideally, this would allow us to streamline our workflow and reduce the risk of missing this final step. Is there a way to implement such a feature in the system? Please let me know if this makes sense or if any further clarification is needed. Thank you.
Delete docs in Signatures
When I have completed an e-signature process on a doc and have saved the signed doc elsewhere, I would like to be able to delete that doc from the signatures section of the platform. At present, I am not able to do that. I use that section of the platform to manage my doc signature process and be able to instantly see which docs are in process. Once the doc has been signed, I no longer want to see that doc in that section. It gets cluttered. Plus, the platform charges for data storage. So the idea that I can't delete docs that I no longer wish to store lacks a certain aesthetic to the platform experience overall.
