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Disclosures Queue Update for Parent/Child Hierarchy

We wanted to inform you of an update that is now effective. If client accounts have the parent/child hierarchy, and users at the parent level have the permission to “View Child Reports”, they can now see the child associated disclosures in their Disclosures Queue. Previously, when a parent logged in, they would only see their disclosures and not the children accounts. Keep in mind, this will only be the disclosures assigned to the Client, as well as the ones that are configured with Print Queue, or is an expired or declined QuickView. 

Related Content

Click here to learn more on the disclosures queue

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