Required Documents / T_Required Documents

The Required Documents Tab can be viewed when clicking on a client record in the Client table and then clicking on the Required Documents tab. This will populate a list of required documents for each Client entity type.

An expiry date can be selected where applicable so you will know when a document needs to be renewed. The documents can also now be directly attached to the record.

To add more/ edit the required documents for a specific entity type, you can go to Setup and select the T_Required Documents table and click on ADD RECORD. You can also attach a template document here, that will pull through to each task.

This will pull through to the required documents tab for that entity type. Or edit our existing examples if you require.