Samantha Turner (Customer) asked a question.
Why is there no option to enter a review date in the Document Register so that we can pull off a monthly report to send will, lease etc reviews to clients? This is an urgent matter due to our firm having a large amount of wills and leases in deeds and no way of reviewing them since transferring to LEAP
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This is a dangerous situation as outlined in the original post (also gifting and Trust reviews etc). Has there any been any progress in getting this feature added?