Back and front office solutions provider, IntelliFlo, has added a further enhancement to its Intelligent Office system, delivering extended document management features.
The new release delivers a sophisticated document security control, which allows specified users advanced access to documents, folders and binders of a particular status, such as suitability letters and client applications. This means that documents that reach a certain status, for example ‘live’, can only be deleted by designated users. Nick Eatock, chief executive officer at IntelliFlo, explained: “This latest functionality is crucial for compliance and will help financial advice firms ensure that they can demonstrate an extremely robust process of document control within their organiz...
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