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
By Seth Wuertz
