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Clients so far
Every client whose setup files anyone at Grove has started. Click one to open it.
| Client | Status | Files | Still needed | Last upload |
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Items 1 to 4 and the note are needed before a register can be set up. Items 5 to 7 can follow later. Copies are fine: nothing here changes the client’s own files. A file added by mistake can be withdrawn or replaced; the earlier version is kept on record.
Accepted: Excel, CSV, PDF, Word, text, images and saved emails, up to 50 MB each.
8
Anything unusual about this client’s records
NeededWhat someone new to the file would trip over: what the vesting codes mean, names spelled more than one way, a holder who changed role, anything in the workbook known to be wrong or out of date. If there is nothing, say so.