Fact Find - send a copy of fact find to Document store upon Completed
Could we have a copy of the fact find download into the Document store so a record of the case prior to a new case being made can be stored. Can the naming convention include the date as well?
This would help with regards to compliance when they are reviewing completed cases as they go through advisor records
21
votes
Julian Owusu
shared this idea
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Andy Jenkins commented
Agree with this.
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Stuart Harvey
commented
Completely agree with this, need a snapshot for compliance reasons