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  1. Send/Tag users on a document (Improve Item Messaging)

    12 votes

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    7 comments  ·  Prepare » Communications  ·  Admin →
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    Evan Baillie supported this idea  · 

  2. Item Messaging available on SMB plans

    16 votes

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    2 comments  ·  Prepare » Item Messaging  ·  Admin →
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    Evan Baillie commented  · 

    I think that business accounts should absolutely have the feature that allows an accountant to message the person that submits an document to ask questions. For example, I had a sales manager submit a non-descriptive invoice with no description added to the upload. I don't know how to code the invoice as there is no description. I would like to be able to send a message through DEXT on this item so that he is notified that I need more detail. Currently I have to go through external email and then go back into the document. When this scales to multiple issues, with multiple employees it becomes difficult to track.

    Evan Baillie supported this idea  ·