Summary of changes

Remove documentation folders & files

It is now possible to remove a document folder that contains files.

When viewing the documentation folders on the individuals settings page, all folders will now have the remove option enabled regardless of whether they contain files or not. 

When a folder that contains files is selected to be deleted the confirmation box will require the name of the folder to be entered before the folder can be removed.

PLEASE NOTE: When the folder is removed, ALL the files contained in the folder will also be removed and CANNOT be recovered.

When ‘Remove’ is selected, the folder and all its contents will be permanently removed and will no longer be visible on the Documentation folders tab on the individual settings page or in the individuals Documentation folder.

Any assessment questions that are set to automatically file documents to the removed folder will be updated and no longer be set to automatically file documents. 

UK Regulation update: SMF16 no longer applicable for ISPVs

SMF16 has been removed from any firms of type 'UK ISPV firm – Insurance’, as per regulation updates.

Pre-existing ‘Live’ statements of responsibilities will retain SMF16. The SMF will be removed from any statements of responsibilities in draft form, and any handovers that are in progress.
Other firm types will not be affected by this change.

Support Tickets

Import feed - changes flagging as updates but no change when you click into the update.

If you have any questions or need some further information on the recent changes please get in touch: [email protected]