Update: New File Request Form
01/05/2026
Improved Independent File Check Upload System
BAT Software has enhanced the Independent File Check upload system, introducing a more intuitive and structured way to upload financial advice documents.
This update improves how users upload fact finds, suitability reports, and illustrations, creating a clearer and more efficient document upload workflow across the BAT platform. It is also related to the New Keyless CRM Update.
Before
Documents uploaded into a single area, requiring manual organisation.
After
Clearly defined upload boxes for each document type with guided prompts.
Each document type now has its own dedicated upload box, including fact finds, suitability reports, and illustrations. This structured approach guides users through the upload process and makes it clear what is required at each stage.
A more efficient document upload workflow
The improved Independent File Check upload system enhances usability, introduces clearer structure, and supports a more seamless experience for financial advisers and compliance teams.
- More intuitive document upload process
- Clear structure for financial advice documents
- Improved efficiency across Independent File Checks
This update is available within New Independent File Checks in BAT Software.
