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


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