Ability to add Checklists or Question "requests"
Currently the platform allows for making requests of documents or other files to be provided by clients. In addition to these types of requests, we often have checklists or standard questions our clients need to answer in a "yes/no" or short answer/survey format. Currently, requests which are questions can be created and answers provided in comments, but these must be created individually for each question and take more time for clients to complete and don't export as nicely as a checklist would. (E.g., financial statement checklist, engagement risk / fraud assessments, etc.)
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AdminDirk van Portfliet
(Team Lead, DataSnipper)
shared this idea