Audit Report

We have now added the Approved Date of transactions as an available column in the Audit Report.

EE-Sign

An update has been applied so that users only have to accept the consumer acknowledgment once per active session, rather than on every document.

Position Template

Extra tabs have been added to the Position Template which detail what drop-down options are available for the columns such as Investor Type, Transaction Type, Account Type and Trust Company/Banks. Also, there is an additional tab that provides some examples of what test entries look like.