Im just after some knowledge if anyone can be kind enough to answer or give me a solution.
I run a small consultancy in which i need a specific set of documents prior to being able to proceed a specific application.
I require a certain number of documents until an application can be sent for processig but because the document get prepare at different stages - i never know whats been sent or is pending.
Is there any milestone system.. whereby i can create a template of requirements.
Send my customers the link - they then uplaod the requirements such as photo and passport scan - and then i am either reject or approve.
The system will show them what is complete and what is pending.
At the same time i can montior the progress of any given application.
Im open to options if anyone can advise.
I would want things like email and SMS to be sent upon every update or when i want.
Clicking a link would show them progress etc.
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