Topics started by Kenny Bobek

2 Topics

Kenny Bobek
Kenny BobekNew Decimal
asked in General

Updates?

Hello,I have bounced back and forth between Digits over the last year or so, but it seems there is not much activity in the community forums, however on the website it shows messaging and a document vault coming soon. Those 2 things would be amazing, are there any updates on the timeline of these features? Thanks

1
Michael
2 days ago
Kenny Bobek
Kenny BobekNew Decimal
asked in General

Non Transaction Questions

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?

1
Michael
8 months ago

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