Download enitre case for compliance checking
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.
Status: Accepting Feedback
Log in to comment and vote
No comments yet
Be the first to share your thoughts.