This release provides an update to the automatic report EXPIRING CLIENT DOCUMENTS REPORT (report code EXPPERMPRT). This report now includes the full name of the Document Type.
Notes stored for the document in the Client Document Register will also print in the report. Remember to ‘Wrap Text’ in the cell in Excel to view all the notes on opening the report.
The CSU Representative has also been added for easy reference. This comes from the Customer Service Operative in the Administration > Customer Masterfile > Configuration tab.