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Can I add an additional comment to a specific form when I select Initiate?
Can I add an additional comment to a specific form when I select Initiate?
Published: 03/08/2015
Answer:
Yes, select the “
add
” link next to a specific form in the initiate confirmations section of a client profile.
A text field will become available to type in an additional comment, which will be attached to that specific form being sent to a financial institution.
This can be used to:
Request for specific information to be included.
Guide the bank on what additional information is required.
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