What is the Documents widget?

The Documents widget is where the firm can store documents relating to the prospect. Amongst others, you have the following options available;

· Title Sheet
· Schedule
· Home Report
· Missives
· Alterations Document
· Specialist Documents
· Standard clauses (This should automatically populate with the most recent version of this document)
· Client Guide for standard clauses (This should automatically populate with the most recent version of this document)