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How can we improve the Smartr365 Client Portal?

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21 results found

  1. Prevent Case Progressing if Applicants Haven't Agreed to Company Acknowledgements

    Should be able to prevent case processing if all case applicants haven't agreed to Company Acknowledgements.
    This will sometimes be done without the client portal, so should be dependent on a switch similar to the example, but relating to initial document exchange.

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