Hi Team, just to add to this one.

Appears DocCentre system has been built around the broker developing 1 template for an entire structure?, unsure if this is to remain or just early stages. I note ability to include multiple templates is there although a few issues - when importing the template it does not retain the order in which the template was written, secondly when importing multiple templates it amalgamates all requests and also does not retain order.

Are we able to have a sub-names for templates which would appear for the customer, when clicking 'sub-name' would drop down req's for that template.

This way we can have several templates for different requirements allowing us to easily select the appropriate requirements for the opportunity.

E.g. Templates for different topics refinance/identification/payg/self-employed templates

Thanks!!

Hi Michael,

Thanks for your suggestion.

We're doing some work on the customer center at the moment. We'll review your suggestion internally to see if it is something that we can achieve.

We'll provide an update once we have more information available.

Thanks,

Braedyn