We are excited to announce the release of a highly requested feature that will make managing documents easier than ever before!
With our new document moving feature, you can now effortlessly transfer an account's documents from one requirement to another. This enhancement simplifies the process, eliminating the need to manually download, re-upload, and archive documents.
Here’s what you need to know:
- Easy Transfers: Move documents seamlessly between requirements without the hassle of manual steps. Simply check the box of the document you wish to move and select the Move Document(s) table action!
- Other Folder: You can copy documents from the "Other" folder (which includes files from due diligence and questionnaire file uploads) into document requirements.
Read more about moving documents!
We hope this new feature enhances your experience and streamlines your workflow. Thank you for your valuable feedback and for helping us improve our platform.