There needs to be some way to back up the documents section for a client
There should be a way to export, print a report or back up all of the documents for a client for record retention purposes. Something like the note report but for documents would be ideal. This way you can print a report of everything that has been done and sent to a client for your files. This is very important in the Wealth Management Industry.
16
votes
Chereesa McDonald
shared this idea
-
Dana Fleming commented
I agree - this functionality, in this day of compliance and oversight, is a must.