Skip to Main Content
EstateGuru-Beta
1 VOTE
Status Shipped
Created by Guest
Created on May 6, 2024

Tech Escalation - Document Upload Error appears when No Error is present (There is a weird page that is present in some uploads)

Advisor uploaded the two signatures page for George Cotton's FPOA. The dashboard tile moved to Completed, but the advisor receive an error message, even though, I don't believe there was an error in the documents being uploaded. See attached screenshot of dashboard, error message and the actual file she attached. This is confusing advisors and causing them to call into see what the problem is and there isn't a problem.



Here are two Demo account screenshots; one for a Will acct, Joe Brown and an RLT, Dale and Judy Jones, screenshot FPOA sig pgs.

  • Attach files
  • Admin
    Joanie Westwood
    Reply
    |
    Jan 8, 2025

    This is fixed in redesign