Skip to content

← Document Store

How can we improve the Document Store?

Document Store

Searching…

No results.
Clear search results

- Buildings & Contents 11 ideas
- Cases View 16 ideas
- Client Portal 23 ideas
- Dashboard 11 ideas
- Document Store 21 ideas
- Emails 28 ideas
- Fact Find 103 ideas
- General 255 ideas
- Introducers 6 ideas
- Lender Integration 4 ideas
- Notes 13 ideas
- Notifications 8 ideas
- Protection 23 ideas
- Reporting 9 ideas
- Sourcing 4 ideas
- Suitability Report Generator 11 ideas
- Tasks 8 ideas
- Workflow 14 ideas

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

Alan Rogers shared this idea · Feb 6, 2023 · Report… · Admin →

under review · Oct 24, 2023

An error occurred while saving the comment

Kimberly Douglas commented · May 18, 2023 5:46 AM · Report

Can Fact Find be listed under compliance documents rather than the 'other' tab.

Submitting...