Instruction PBCL

Introduction
The PBCL stands for the Prepared By Client List. It is a smart solution for sharing information and documents between companies and intermediaries. This is ...
Wed, 31 Jul, 2019 at 1:51 PM
Navigation and Tiles
Navigation through the PBCL tile structure Every type of PBCL has its own tile structure. The dashboard can be opened by choosing a Year and a Type of PBCL...
Wed, 31 Jul, 2019 at 1:52 PM
Forms
Uploading documents There are two ways to upload documents into the PBCL: 1.    Drag and drop - Drag a file and drop it to the related question.   ...
Wed, 17 Jul, 2019 at 3:48 PM
Notifications
Dashboard Three different situations will trigger notifications in the dashboard: If a question has been rejected a new task will appear on the dashboard...
Thu, 1 Aug, 2019 at 12:05 PM