Quick download of transfer documents from workspace - record keeping

[Marie]

Hi All 

As part of my office's post-settlement procedures I have to download the transfer in form 1 and form 24 (A&B) from the workspace (these documents are forwarded to the local government and our client's accountants). Unfortunately the only method we have found is to view the individual documents, print to PDF and then combine the Form 1, 24A & 24B into one document. This is fairly cumbersome in comparison to the process for downloading the settlement completion record.  

Is there an easier way to download documents from the workspace? 

[Morvanna]

Hi @Marie 

Thank you for the feedback around this.  Currently this is the only way for you to download the documents, however, your feedback has been shared with our Product Team as a suggested enhancement.  We will keep you updated as to any changes in this space.

[JoLeis]

PEXA  -  this would be extremely helpful.

[juliaboyce]

Agree that a more efficient download method would be great (bulk download of all documents would be ideal). 

[MatthewRay]

Agreed! Another vote for this feature from me!

[LynColautti]

Hi All 

Also agree.  The ability to download in pdf the Transfer and Form 24 as the one document would be helpful.  Lyn 

[Marty]

Thank you all for your feedback. Easier printing is definitely on our product to-do list. Your voices will ensure it moves higher up that list.

Having said that, we're currently focusing on ensuring more workspaces settle on time. So it might still be a while before we loop back around and improve printing. But rest assured we will get to it.

Thanks,

Martin Karpowicz

Product Manager, Exchange