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Download enitre case for compliance checking

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Cases

andy

We use an external compliance consultant for case file reviews. It would be useful if there was a way to download all case information and documents in one go in order to send it off for review.
It would also be useful to be able to link documents in the main client file to a particular case. In particular factfind snapshots, Disclosure Docs and AML checks.

5 months ago

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