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Product Enhancements

Fact Find Capability Enhancements

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James Burr
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The ability to print a reverse fact find based on the information stored within Practifi, with a signing section for a client. This would help with version control around the Fact Find, plus the ability for clients to sign off on the information within Practifi as accurate. 

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  • Official comment
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    Lindsey Hanson

    Thanks James,

    Already 5 votes!

    We'll put this to the product team for a future release and keep any updates tracking here as well.  

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