We have amended the prefill boxes in the Signable platform to make it easier to send envelopes containing more than one template with prefilled boxes.

For all forms that now have prefill boxes, each box has a unique name to indicate which document it is for. This means that when you attach a template to an envelope, you will clearly be able to see which prefill boxes are available and in which document they will appear.

Any boxes left unfilled will be sent to the client, and they will be able to complete them at their end.

If you have any further suggestions, please let us know.

We’ve recently added QR codes to the file library, which you can access via the Business Stationery link. You can download the code and share it with clients via email, or add it to printed documents. Please let us know your thoughts.

Congratulations to Ross on passing his RO4 exam.

Congratulations to Stacey on passing her final exam and becoming a Chartered Financial Planner