Frequently Asked Questions

What is the pool screen?
Last Updated 4 years ago

The pool screen lists all of those jobs that are currently being held by 'the pool' as opposed to a user. The default UK templates pass jobs to the pool where a) the information has been provided by the client and b) the job has yet to be allocated to a preparer. As soon as the job is allocated it will be held by that user and no longer be in the pool.

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