This section allows for the addition of supplementary information or supporting documents to the client file.

Section organisation #

• Each category contains one or more requests.
• For each request, a comment can be encoded.
• A document can also be attached to justify or supplement the answer.

Procedure #

1. Open the «Additional Information» section of the client file.

2. Identify the category and the request to complete.

3. Draft a comment if necessary.

4. Attach a document where the request requires it.

5. Check that the information added is complete and understandable.