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Procare Solutions Internal Ideas Portal
Status Already exists
Categories Other
Created by Guest
Created on Oct 6, 2021

Simplify Documents feature

Client was very disappointed with the documents feature. Feels it is too complicated for the parents, needs to be very easy and clear on how to sign, add info. (I did show her the Help Center articles which help, but she thought those too were too complicated).

Asked to remove all the options likes adding images etc. so that it is simply add text, add signature, return.

Did not like that the Reject is so final, asked that we add a way to send back for an edit.

Liked that it is available on the app but the navigation is difficult, not intuitive, and it was way too easy to accidentally submit the document by accident. (Can we add a secondary confirmation for the submit? Are you sure you are ready to submit this document?)

This is a common refrain I am hearing from anyone I show documents to and I get the sense many will not utilize this feature as it is too hard to manage and the mistakes are currently so permanent.

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