8 results found
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Clients need to be able to see documents from completed cases,
The client should still be able to view the documents on the completed record, it is after all a record relating to the client. The workaround you have detailed means James will have to import documents from the completed case to a new case which may or may not be relevant, because actually they are not valid for use with the new case i.e. historical bank statements, expired documents etc which just clogs up the new record unnecessarily.
So whilst I understand this is a workaround to get this sorted on this one case, clearly this is a much bigger…
4 votes -
Fact find document
Can we have Fact find in Compliance documents rather than "Other". As the fact find is part of a compliance process.
22 votes -
Automate the saving of Fact find pdf to Document Store
Hi team, i would like to ask whether it would be possible for the Document log to record the date & time when the fact find has been downloaded, or when downloaded for the fact find to be added automatically to document store. Same as when im creating Suitability report, mortgage illustration, evidence of research, fee agreement etc... all docs are added to the doc store and are logged in doc log automatically. however when i download fact find, this action is not logged in, as such it is hard for me to argue as per our compliance regulations that…
33 votes -
Bank Statements - Separate Personal / Business
Change the existing bank statements showing income/expenditure into two types - 1 for personal bank statements. Another for business bank statements
21 votes -
As an adviser i dont think that the document store is in a logical order.
The illustrations end up in the mortgage documents yet the evidence of research goes into compliance. I think the order should be changed so that it follows the process with compliance docs at the top, identity docs and proof of address can be in one folder under identity docs, then financial docs ie bank statements and payslips then mortgage documents, insurance documents and other. Would flow much better seems that all the documents are all over the place with no logical flow
19 votes -
Download all button document store
Add a download all button to the document store to speed up downloads process
68 votes -
Document needs acknowledgement email template pop up
an automated email pop up which can be sent to the client to prompt them to login and check their portal if you request the acknowledgement of a document in the docustore
33 votes -
Ability to download log of acknowledged documents
Add the ability to download a log of documents that have been acknowledged by clients. A list is required by OWS, and so a download would make it much easier.
28 votes
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