- When adding any documents to a Document Store on a case with joint applicants, you can now choose which of the Clients should see and acknowledge the documents if required.
- Added a floating icon on Suitability Letters to show how many tokens are remaining to be accepted.
- Added ‘%’ character on relevant Suitability Letter tokens
- ‘Republic of Kosovo’ added as a Nationality
Reports
Protection Written and Completed reports, added:
- Case ID
- Client Fee
- Client Fee Paid Date
- Product Commission Paid Date
- In Flight or NPW (Protection Written report only)
- Total Fees
- Total Fees Paid
- Total Fees Outstanding
Mortgages Written report, added:
- In Flight or NPW
Comments
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