Improvement to Document Builder

I have produced a document within document binder and thought of a few improvements.
When adding the data

Document binder - Data Placeholder

  • In each client it could be worth adding the option to select their agreed risk profile to insert.
  • Within a general option have the ability to select allowances like CGT, IHT, etc.
  • Within Global, you can insert the current date, I thought adding the option of the tax year like 2023/2024.
  • The fullprimaryaddress adds the location at the end of England etc. Makes more sense to add each list individuall. On this as well the Postcode is added in lower case.
Area of the system
-

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Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Document Builder

Date

About 2 years ago

Author

Jordan Wiseman

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