Case Requirements Box - Document Checklist
When we set up a new case, and we know what the case documents will be, it woudl be really good for a pop-up box (or on the documents page) for the case requirements to be listed, and make it easy for clients to upload the required documents. So if we know we will need the last 3 months payslips, why don't we have the option to specifically request '3' payslips.
Ability to add a list of requested documents and auto add certain docs like IDD
Justin Moy
shared this idea
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Matthew Preston
commented
This needs to be able to be amended to our needs as brokers i.e. not just a pre-set list as all cases can be slightly different
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Richard Hopkin
commented
It would be good if we can have a list of documents that need to go out to all clients when they sign up - our standard mandatory email or list which goes into the document library. Would that be feasable?
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Wesley Ronayne.
commented
Have the ability to create a check list that can be ticked off as the steps have been completed
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Greg Burnett
commented
It would be helpful if the client could see a list of required documents in the document store.
Also if we could upload documents to the system that then get automatically added to every case.