If your Trust is still in a 'draft' status, you will receive a warning message to ensure you are made aware of this before producing any further documentation.
Users will notice a document 'Forwarding' feature has been added to the collaboration page on the left hand side. "Forward Documentation" allows you to send generated documents to a specific email address.
A 'Confirm Signing' button for .eml downloads has now been added. If you send your statements via outlook, you can now tick that the statement has been signed, before hand.
A 'Stop Lodgement' button has now been added. If a user tries to lodge a document with a deadline in the past, this will show.
Hybrid Trust Update: Minutes and Unit Register documents have now been separated.
'Burning' and 'Overdue' statements will continue to show, no matter what date range has been selected. This is to ensure you do not miss these pressing items.
