Please cast your vote YES or NO if you see this being a valuable addition in iChannel.
Also, please add any comments if you see it working differently. We will be accepting all feedback on this pending item until April 30th, 2019. We will then meet internally and discuss the option for this feature.
Currently in iChannel
Workflows are available to Internal Users. The tasks cannot be shared with clients.
Suggestion for iChannel
We have a couple of Firm’s that have asked that we give the ability to share Workflow Task’s with clients through the Portal. They would like to allow their clients to see the status of a workflow, and be a part of the workflow when needed.
We want your feedback. Do you think the suggestion is something you like to see in iChannel? How do you think it should work?
Please sign in to leave a comment.