I already knew what I needed to do as Heather had left me a to-do list.
My morning started with fixing the issue I had Friday with the copier machine. Essentially I just needed to copy half of the documents in one tab since that was all that was missing. After that, I needed to bind the original and copied disclosure which was something new for me (it's not hard, just tedious.)
After that, I spent some time on a new form that I don't think was mentioned: Form 15 - Change Information. Heather's instructions were very vague and they also had a form started from August 2015 that I used to flesh out the blank one I was working on. I feel like there was a lot of conflicting information and I'm not entirely sure if it was done correctly.
I'm not sure if this is done at other firms, but the way they review documents is that once one person has finished a document/letter etc. they print it out, stamp it with DRAFT, and someone else reviews it. Once the corrections are made, the printing and stamping process is completed before it's sent to Heather to review and edit as she sees fit.
Can anyone else comfirm if this is how it's done at their firm?
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