With our new release for the Digital Review Form, the routine review of clients' information that they have entrusted with you becomes a lot easier. We have enhanced the Digital Review Form further by simplifying how you will review the changes.
We have enhanced the review function by showing both your clients and you the scale of changes in percentages.
We have implemented this change in 3 places.
- Review Summary page of Digital Review Form
- Notification when a Digital Review Form has been submitted
- Contact Summary's version management
Review Summary page of Digital Review Form
We summarise the information on the last page of the Digital Review Form for your clients.
They can see the materiality of change guided by the percentages and expand the different sections to check the changes before submitting the information.
Notification when a Digital Review Form has been submitted
You will receive notifications when your clients have submitted their Digital Review Forms. You can click on "Digital Review Form" to do an instant review and follow-up.
Contact Summary's version management
A notification will show up in the version management widget to notify you of a new version is available.
You can review the changes here as well.
