Closing Files
Closing Files |
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You can close a file when its processing is completed and when the final report has been sent to the financial institution. Once closed, a file is removed from the list of your files. You can still consult it by launching a search with the Search for Files function, but the file must have been closed for less then 6 months. For more details on the searching options, refer to the Searching for Files section. Make sure to keep a copy of your documents and to have the latest version of the specific mandate before closing a file because you will not be able to access once it will be closed. |