Saving orders in Simple Fund 360

Smarter SMSF has now introduced saved orders into the functionality of ordering documents within Simple Fund 360.

This allows you to store the order information if you are unable to complete the order, or require a further review of the information prior to submission. 

When you save an order within Simple Fund 360, the following screen will appear that provides the ability for you to email a URL link to return to the document at a later stage:

Once saved, you will receive confirmation that the link has been forwarded to your email address to continue with the order within the next 30 days (otherwise expires).

Resuming the order

The document can also be resumed by the URL link or at any time from under the 'saved orders' tab within Simple Fund 360.

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