Can I push changes to a fund profile if a document was created via the Create Documents process?

Question

Is it possible to push changes to a fund profile if a document was created via the Create Documents process, instead of creating the document from the fund profile in SuperComply?

Example: When creating a SMSF Deed of Variation document via the Create Documents page and then marking it as signed.

Answer

No. 

Funds can only be updated automatically when documents are created from the fund profile. If the document was created via the "Create Documents" process, you will need to manually update the fund profile.

 

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request