The next time an auditor from “BigBank” walks into your office, you’ll be ready.
In the past, you only had the ability to pull up individual hearings and the associated attorney who handled that hearing. Now, we batched it for you to make it easier.
From your client home screen, click on the “Audit” button on the left-hand side of your screen.
This will bring you to a “sort of” data view template, where you can select different fields. Using the “Select parties” drop-down tool, select the creditor who is auditing you.
ADVANCED ProTip: Most of you use different names for the same creditor, or spell it differently. You can select more than one!
Then select the date range. Your result will be a list of all the hearings you’ve posted with Docketly for that one client, including the name of the attorney, and their relevant compliance documents that we have stored for you!
Click on the checkmarks to download individual compliance documents, and hover over the icons to show you relevant information such as compliance dates, expirations, thumbnails of the specific documents, etc.
But, we don’t just end there. At the bottom of your screen, you will see a “Send Report” button. Clicking that will have our system compile of the relevant compliance documents for you in one nice, organized, package. Don’t worry, we’ll e-mail it to you!