Overview

• Firm would initiate retrieval of documents with a request transaction
• Request would contain RID of the referral package they want to receive
• Would still allow firms to select which documents they want to receive

Functionality

• Alleviate the auto-acknowledgement of milestone events from downloading documents

Benefits

• Allows firms to control when documents are received

Cost

• Regular document charges

Looking for Beta Testers

• Please contact your Integration Analyst or  Darren Meiggs at 813.345.4634 or Darren@netdirector.biz