NEW3.01.00 · Released 23 February 2018
- Opened24 Aug 2017
- Closed30 Jan
- Released23 Feb
Documents; new option to email document based upon Client Communication flags
A new option has been added to Documents to stop emails being produced where a Client does not have the required Communication flag checked.
You can use the Client's "Email" checkbox for General and Marketing Communication, and any of the Other 4 flags, to denote the Client's agreement to receiving Electronic Disclosures. These flags are found under the Client form, Profile page.
Under the Documents form, Options page, Email preferences block the "Comm" setting allows you to specify either the General - Email, Marketing - Email or one of the four Other flags.
Note, this applies to Documents of Type Client and Account; and where the File Type is "Word Document".
The following Documents have been updated:
AL: Account Letter - Account_Letter.xml (version 1.02 on 9/10/2017).