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23 results found

  1. Document Template - Protection Fields

    Document Templates: We need the customer’s name(s) to appear in Protection letters. The current Protection merge field list does not include a name field
    and this is required.

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    1 vote

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  2. 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.

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  3. 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

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