12/03/19 - RSDOCS Task Now Available for Use

The RSDOCS task is now available.  Use this task to request copies of documents or letters to be sent to customers.  

Include the following details in the task notes: 

  • Name of the document or letter requested
  • Date the letter was generated (if applicable) 
  • How to send the document or letter to the customer – email, fax or mail