Additional Documents with Letters
P
Patrick Manning
I contacted support on FB CRC Group, as well as through the CRC website. I was trying to figure out how to attach an additional document (SSN Card), to a set of letters to be printed. I have asked the Client for the copy, uploaded it to the Document Storage, but when I went to the letters, and selected "Add additional document" it was not available. CRC Website support said that I had to go to the Clients Dashboard > Document Storage and download the file, then go to the Letters, "View/Edit" and upload that file.
If the DL and Utility bill can be added to the letters, why can't the SSN Card or other documents as well?
Thanks
K
Keenan Jones
Merged in a post:
Add additional documents during dispute
A
Adam Smith
It would be VERY helpful to be able to add the additional documents that we have within the clients dashboard. For example, by default it automatically adds the drivers license and proof of address, however, what is the point of allowing us to add the additional documents to the clients dashboard (social security card, etc.) if we cant even add them to the clients dispute. I think this feature should be set as a top priority because its so inconvenient! right after the letters are generated, all the additional documents that are in the clients dashboard should pop up and we can just check or uncheck to add to the disputes.
K
Keenan Jones
Merged in a post:
Attaching docs
J
Juan Cruz
We should have access to docs that we upload to client show up automatically in attach documents part. It shouldn’t be this much work to add SS card to letters.
K
Keenan Jones
Hey Juan Cruz, thanks for your feedback! I have a few more questions for you:
- What specific types of documents do you frequently need to attach to client letters?
- How often do you need to upload and attach documents to client profiles?
- Are there any specific challenges you face when uploading or attaching documents?