Skip to content

If you cannot find a suitable forum then please post your feedback here

General

Searching…

No results.
Clear search results

- Buildings & Contents 7 ideas
- Cases View 14 ideas
- Client Portal 21 ideas
- Dashboard 10 ideas
- Document Store 16 ideas
- Emails 16 ideas
- Fact Find 79 ideas
- General 140 ideas
- Introducers 5 ideas
- Lender Integration 1 idea
- Notes 10 ideas
- Notifications 10 ideas
- Protection 18 ideas
- Reporting 5 ideas
- Sourcing 4 ideas
- Suitability Report Generator 9 ideas
- Tasks 5 ideas
- Workflow 13 ideas

Move factfind from the drop down box in document store from other to compliance documents

Move factfind from the drop down box in document store from other to compliance documents

3 votes

Harry Sandhu shared this idea · May 21, 2021 · Report… · Admin →

declined ·

Thora Kehoe Adviser responded · Feb 1, 2022

This idea has been archived due to inactivity.

Thanks,

Product Team

An error occurred while saving the comment