Document Automation for CloudHR

Enhancement Request Form

20th September 2019

Introduction

The purpose of this document is to clearly identify a change to the “Document Automation for CloudHR” standard solution. This falls into two main categories:

Enhancement

i.e. Taking something present in the standard solution that could be improved to better address your day to day requirements

New Feature

i.e. Adding to the standard solution new capability

On the following pages, please fill in each section as completely as possible.

If you are requesting multiple Enhancements / New Features, you must complete this form for each item.

What to do once the form has been completed

When the form is completed to your satisfaction, please email it as an attachment to your V1 / Advanced Account Manager.

Once acknowledged, you will then be contacted with next steps to progress your enhancement.

Customer Information

Customer Name
Partner / Reseller Name (if applicable)
Customer / Reseller main Contact name
Customer / Reseller main Contact phone number
Customer / Reseller main Contact phone email

Document Automation for CloudHR Information

Which Module is installed?	☐ MailMerge ☐ SmartDeposit ☐ SmartRetrieve
Have any changes been made to your system before beyond the standard solution? NOTE: This does not include any bug fixes / isolated support activity	☐ Yes ☐ No ☐ I don’t know
If Yes, at a high level please describe this change below, if No, please continue to the next page.

What type of Change are you requesting?

☐ Enhancement ☐ New Feature
Problem / Challenge:

Business Driver(s):