ability to sort, save & attach docs to Document page & Workflows at various stages of completion
We need a way to save files and track files at various stages of completion within Redtail.
*Original Docs - blank docs, per document/form required to create one complete application package
*Unsigned Docs - client details filled out, per document/form required to create one complete application package
*Client-Signed Docs - client-signed version of full application package or per document showing signatures, initials, and any corrections made by client to application content
*Agent-Signed Docs - client and agent-signed version of full application package or per document showing completed application package prior to submittal to appropriate investment co
*NIGO notice - not in good order, Required correction or details from investment copmany to be addressed, per document/form required to create one complete application package
*NIGO docs corrected, pending client/agent signatures - per document/form required to create one complete application package
*NIGO client/agent signed - per document/form required to create one complete application package
*NIGO resubmittal - documents resubmitted to investment company
*Confirmation of application request completed - eveidence to be uploaded as proof of application transaction request completed (statements, notes, phone confirmation/tracking number, etc)
Cassie
shared this idea
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
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Lanet Spence
commented
When will there be a timeline for this feature?
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Amanda
commented
We really need this to happen
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Chelsea Heintschel
commented
So many processes for financial advisory firms require documentation. Without allowing attachments in workflows, we're required to jump back and forth between different systems, which makes the workflow much less efficient.
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Nick Pope
commented
Allow ability to upload document to workflow. Often times workflows reference a client/prospect document.
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Anonymous
commented
we need to attaching supporting Docs to workflows from the Redtail documents that are scanned/uploaded and to include linking to accts.
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Rachel
commented
It would be great to link visual aides or even detailed procedure manual. Great idea!!
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Anonymous
commented
I would love this. We utilize so many different instructions in the workflows. Sometimes it would be nice to be able to attach an example, instead of having to convey everything through text.
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Anonymous
commented
It would be great to add pdf documents to a workflow.
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Jessica
commented
If a document is loaded to a workflow we need to have the option to also load it onto the main document page. Otherwise we are having to upload it twice.
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Phillip Christenson
commented
Please let us upload documents to our workflows task and steps. In order to complete a task we might use a template or some other document that I would like a user to be able to see quickly. For example, Task = Send Email to Client
Document = Email template that can be accessed with one click. -
Rebekah
commented
For instance, if the step is "Complete New Client Worksheet" then enable the ability to attach the document needing completion.
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Anonymous
commented
I see the network drive link under the documents section, but Redtail told me it was turned off. This really should be a feature that should be allowed.
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Anonymous
commented
I would like to be able to link an underlying document (pdf, excel spreadsheet or word doc) to a workflow or checklist. For example, if a workflow task stated have client complete a new account application, have a link in that workflow to a saved new account application.