Client-Facing Fact Find
You can invite your client to complete or view the Fact Find by clicking on the people icon at the top of the screen and following the instructions to invite your client to collaborate – the people icon will then be orange.
If you wish to stop this at any point you can press the Stop Collaboration button which will remove their access to view the document or Lock Fact Find which will enable them to continue to view the document but not to amend it.
Any changes made to the document are highlighted with an orange box or will have text to show what has been amended.
Within the case, Documents to Sign & Complete, there will be a My Details icon. Clicking on this icon will show you the client’s view of the Fact Find.
When this document is complete it will show within this field and will have a green tick.
Your client cannot see the vulnerability section or the internal notes within the Fact Find.
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