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Easily prepare documents for signing in the Client File Module

Prepare contracts from client file 18

More and more functions in the Client Onboarding Module are now also available in the Client File Module. This month we introduced the make ready for signature” functionality to the Client File Module. This way, all documents that are available in the Client File Module can be made ready for signing. Previously, these documents had to be added to the signing request manually, after which the signing request could be sent to the client. This process is now automated. 

This option is available for the following documents:

  • All documents in Party document centre
  • All documents in Product document centre
  • Documents generated in Document generator
  • Documents generated in Processor
  • Financial Investment Plan — Questions and Answers

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