Add "Return Original Client Documents" Checkbox in Project Area

99 votes

Please add an area in the Projects tab similar to the "Delivery" button that would indicate how a client sent in their source documents (portal, mail, drop-off, etc). Please include the time stamp feature in this area.
It would also be helpful to include a checkbox so we can quickly see if we need to return original source documents to the client at the end of a project.

Under consideration Suggested by: Taina Benjamin (31 May, '18) • Upvoted: 28 Nov, '23 • Comments: 1

Comments: 1

04 Jan, '19
Jackie McGuinness
In the project's Delivery tab, we use the notes area to record the date and method that we returned originals. How about adding a delivery line for return of original documents?