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Required SaveIt Items Marked as Required in Concourse

As a user, I want the ability to visually see items in Concourse are required for SaveIt (e.g., engagement contract, EAF) and denote the task in Concourse as mandatory so that I can more easily make sure that my engagement is in compliance with firm OFRO standards and reduce the back and forth between SaveIt and Concourse.

  • Guest
  • Nov 28 2022
  • Not started
  • Admin
    Courtney Powers commented
    November 30, 2022 18:23

    Thank you for submitting this idea! We've assigned this to our team and they'll be in touch as they start to explore it! Thanks again!