Ability to QC a communications letter amending enclosures

[dcox]

To enhance the Quality element of the Communications process it would be helpful to be able to allow a secondary reviewer of a Letter, the ability to amend the enclosures associated to the letter and then view the output again before passing. Currently when this has been attempted in GIDS UK a new letter is created and data values lost.

[Remi1136]

In Communications, we have an enclosure template that uses variables such as the broker on record and the shareholder on the account. When you choose to include either of these when writing a letter you cannot modify the enclosure to change an address or a name or any other information. You also cannot add an enclosure to a letter if you forgot to do so in the process flow steps - you'd have to cancel your letter and start again. 

Invesco would like to see more flexibility in handling enclosures where the processor does not have to cancel out of their current letter and start over.

This is wasteful for the reps creating client letters.

[Karen_Hunter]

An In-Line enclosure can be configured to include conditional content and/or variables to populate data as you described. 

Please confirm the two requirements:
(1) You need to modify an attached In-line Enclosure as part of the letter writing experience because, for some reason, the conditional or variable data is missing or wrong
(2) You want to be able to add an In-line Enclosure after you've started writing the letter without having to cancel out and start over (and modify it if needed),

Thanks.

[jabardwell]

A significant number of documents sent for quality review are failed for due to issues with values configured in the Packaging Details task.  As of now we are unaware of any way to edit any of those values after the document is released to quality review.  This causes the user to rewrite the entire document.  We would like a way to edit those values when making corrections to an existing document.

[Karen_Hunter]

Prioritization Release TBD