Is there a way to ask a client non-transaction-related questions/tasks like document uploads? I understand there is no file sharing in Digits but I would like to be able to at least ask for the document.
Ex: “Can you please upload your most recent Chase Ink Statement into our shared google drive folder?”
Might be nice to be able to add the link as well for them to the folder. Thoughts?
Non Transaction Questions
- New Decimal
- 1 reply
Userlevel 5
+3
There isn’t a specific way to ask the client a question outside of Transaction Review, but you could change the questions in Transaction Review to accomplish this. I’ve attached a screenshot below:
Essentially, you can create a custom question that requests this information. Here’s another way to do it in the settings of Transaction Review.
While we work on a better way to get this information from your clients, I hope this workaround will do the trick for you!
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