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Is there a way to include Attachments in the Documents when sent for review?

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We prepare memos for the auditors which include Attachments that are uploaded into the Document.  However we are not seeing the Attachments come through when sending a Review to the auditors.  

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  • Isabel Messore

    Hello Kerry Dunn

    At the moment, there is not a way to include Attachments in the Documents when sent for review. However, I believe we will have the ability to Send a Binder for review by the end of the month, and that would include the Attachments. I'm not sure on timing for doing it from within the existing Document Send for Review but, you might be able to leverage a single-file binder as a workaround in the meantime. Additionally, I'll create a request ticket for including Attachments in Documents when sending for review. Our product team will take a look and keep you updated on any advancements!

     
     
     
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  • Mike

    Great news, Kerry! As mentioned here, you can now Send Binders for Review! Thanks much for your patience and have a great rest of your day. Cheers!

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