Enhanced Document Listing & Checklists

SPARK is planning to improve its document features, including document actions and workflows, to improve performance and usability. In addition, we plan to make the Checklists and Documents features more consistent.

Initiate Electronic Signature Requests from a Document Listing

We are planning to streamline the process of initiating a DocuSign Electronic Signature request by making this workflow accessible from a Documents page. Currently this process is managed in the 'Electronic Signatures' area of SPARK.

Initiate Document Analysis Requests from a Document Listing

We are planning to introduce the option to initiate a document analysis request (analysis of tax returns) from the Document Listing so that you can more easily extract business or personal information as well as spread financials from tax returns.

Initiate Ad Hoc Document Requests from a Document Listing

We are also planning to introduce the option to initiate an Ad Hoc Document Request from the Document Listing.