Class integration to POST fund documents

We have recently added within the 'actions' tab on the completed orders page the ability to send documents into Class via the API (new document platform only).  

You will need to ensure that you have an 'active' connected to Class for the document to POST to your Class software.

Once you have connected, you will be able to search for and select the client to POST (upload) the document to Class

A confirmation will appear on the Smarter SMSF platform that the file has been successfully uploaded to Class

The file is then available to view from the Fund > Fund Documents section within Class
You can then view/edit the document details by click on the ellipsis icon on the right hand