Specifically for AML - it would be great if you could attach their ID documents and also the results of an AML check to the contact so all of the AML items were in one place.
To make this even better would be if there was a dropbox email or something (not sure how it works) that the client could forward their docs directly to GoProposal. So again all in one place.
Guest
Hi Cassie,
Great idea and thanks for sharing! We are excited to announce that we will soon be introducing a new ID checks feature, allowing you to initiate ID verification directly from GoProposal. With this, you will be able to conduct ID checks and store the results directly within the client record.
The reports will include the identification documents associated with any identity checks that require document collection and verification.
Does this solve for your pain points or would you like to provide further feedback?