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SOURCE Ideas
1 VOTE
Status Will not implement
Created by Guest
Created on Jan 20, 2021

Add edit document

Add edit document for each document generated in the client documents section, client summary.

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  • Admin
    Jorge Monte
    Reply
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    Feb 8, 2021

    Thank you for the feed back.


    Our system documents are generated inline with the data used to source and returned in the results. Users can apply filters to further refine the product which is recorded on the documents and add notes to the Evidence of Research.

    The ESIS document is completely editable in terms of the fees and proc fee, as well as the complaints and waiver sections, prior to be produced.

    To allow users the ability to edit documents would compromise the authenticity of the documentary against the data used to generate it and create a possible compliance risk, as these would not align.

    I hope this helps to clarify.

    Many thanks