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  1. Notification when client uploads documents

    45 votes

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    Under Review  ·  3 comments  ·  Join our feedback community  ·  Admin →
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    Samy Griffit commented  · 

    Some clients don’t upload documents on a regular schedule, and with a diverse client base, staff aren’t always logged into or actively monitoring Dext.

    It would be helpful to have configurable email notifications to let practice users know when new documents are submitted, so they can process them sooner and keep workflows moving.

    Samy Griffit supported this idea  · 

  2. Option to hide irrelevant fields

    40 votes

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    12 comments  ·  Join our feedback community  ·  Admin →
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    Samy Griffit commented  · 

    For privacy reasons, staff don’t need to see the customer list when submitting documents from the mobile app. Being able to hide fields that aren’t required would be very helpful. Especially when supplier rules are applied.
    This limitation adds unnecessary steps and makes it harder for partners to roll out mobile submissions to staff.