Hello,
Is it possible to 'lock down' the "responsible subscriber" and "issuing instruction" fields on the Lodgement Instructions, if there is a subscriber acting in the role of Incoming Mortgagee in the workspace? That is, could the "responsible subscriber" default to the Incoming Mortgagee and be disabled for manual editing, and could the "issuing instructions" only be enabled for editing by the Incoming Mortgagee? Because the "responsible subscriber" currently defaults to the Subscriber who created the first document, and all Subscribers are able to edit the Lodgement Instructions, this creates a risk that the CT could be issued to a Subscriber other than the Incoming Mortgagee. We understand that it is the responsibility of the User who signs the Lodgement Instructions to confirm that the data is correct prior to signing, so the risk should be mitigated through this checking process. However, we see that the risk could be removed altogether if the Lodgement Instructions were 'locked down' in this way.
Thanks,
Tash
... View more