It is very important even essential to have a copy of all correspondence sent to clients. The reasons are numerous including:
- being able to substantiate/document correspondence which can be quickly referred to in the event of any client questions and or problems
- quickly enable review or correction of documentation that has been forwarded
- quickly provide a copy of documentation previously forwarded in the even the original document is lost/corrupted by the client
- Quickly forward the exact same correspondence to another party upon client request
- prove what documentation was sent by a particular date .
it would be very much appreciated if you could pass on these comments to be actioned as this matter is very important.
Kind Regards,
Laurence Manning
Principal
Manning Corporate Advice
Zonia Bernardo
supported this idea
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It is very important even essential to have a copy of all correspondence sent to clients. The reasons are numerous including:
- being able to substantiate/document correspondence which can be quickly referred to in the event of any client questions and or problems
- quickly enable review or correction of documentation that has been forwarded
- quickly provide a copy of documentation previously forwarded in the even the original document is lost/corrupted by the client
- Quickly forward the exact same correspondence to another party upon client request
- prove what documentation was sent by a particular date .
it would be very much appreciated if you could pass on these comments to be actioned as this matter is very important.
Kind Regards,
Laurence Manning
Principal
Manning Corporate Advice