Gather -N/A docs
Is there a way to generate a summary of documents that clients have marked as N/A in their gather request lists that would download when firms are downloading the client docs?
Is there a way to generate a summary of documents that clients have marked as N/A in their gather request lists that would download when firms are downloading the client docs?
Comments
YES!!!! Now I have to "snippet" and save to the client file and then convert to PDF. Such a waist of time.
Agreed! Currently we are using the Print DRL and then taking a screenshot of the N/A items in the list of uploaded items and pasting it onto the printed DRL.
Making the N/A items visible on the Print DRL page would be ideal.
Also, if the DRL would automatically download with the "Package" that would be a time saver.
YES & YES, print DRL with download of documents and include items marked N/A.
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