15 results found
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Acknowledged Documents have a watermark which captures the date and time
When an acknowledged document is downloaded the pdf should also have a watermark or indicator of who and when it was acknowledged.
1 vote -
Move the date uploaded field on document store
We’ve noticed that a date and time stamp has been added to the files within the document store and for some reason it’s been added as the primary field.
Firstly, is there any way to remove this field from the list as we have files which also have dates in them and it can become very confusing.
If it’s not possible to remove, please can the “Date” column be moved to the end of the row as the Document Name is far more important primary field than the date and time it was uploaded.
3 votes -
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 -
client ability to download documents or view applications post completion
Currently when an application completes, the case is then set to read only. This means if they haven't saved any documents that they are then unable to.
Please can this be changed, so they can still view all relevant information.
4 votes -
Amend the "Purpose" field to "Folder"
Feedback received from Client as unsure what "Purpose" is. Should be renamed to "Folder" as this is how documents are saved in the Document Store and this is what clients and advisers see once documents are saved
1 vote -
Document labelling
Currently you have to select document purpose and then select from a prep-populated list of document types. If you swapped this around and populated the document type first it should then be able to automatically populate the document purpose; saving time on every document uploaded!
5 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 -
Being able to upload .MSG to the document store
As if an advisor leaves the company, you will loose al record of email communications and it would be great if we could pull these into Smarr365 so we can safeguard ourselves going forward.
34 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 -
Add Trust as a label with the Protection Document store
Add "Trust" as a label within the protection document store
12 votesHi all,
This change has been started and will be delivered in January.
Thanks,
Brooke
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Document Store- newest to oldest filter
Documents to have a notification or be ordered from newest to oldest to identify which new documents clients have uploaded
29 votes -
Download all button document store
Add a download all button to the document store to speed up downloads process
71 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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