The Document Date and Financial Year System Tag fields are automatically filled in when a document is added to Document Management Solution (DMS) via integrated third-party services. If applicable, a corresponding Financial Year System Tag is also applied to assist with document filtering and categorisation.
| Document Type | Document Date Populated Based on | Financial Year System Tag Applied? |
|---|---|---|
| Actuarial Certificate | 30 June of requested Financial Year | Yes |
| Property Valuation (Automated Valuation) | Date of request | Yes |
| Auditors Report & Management Letter | 30 June of requested Financial Year | Yes |
| Data Feed Authority Form | Date uploaded to Class | No |
| Direct Connect Document Feed | Statement period end date | Yes |
| Client View | Date message sent | Yes |
| Title Search | Date of request | No |
| Class-Docusign Signed Envelope | Date envelope completed (last signer has signed) | No |
| NowInfinity Establishment Documents |
E-sign: Date envelope completed (last signer has signed) Wet Signed: Date document created |
No |