Exchequer Integration

EDM for Exchequer Release 1.5

OCR for Exchequer Release 1.5

Enhancement Request Form

Date Updated: 02/03/2017

Introduction

The purpose of this document is to clearly identify a change to the “EDM for Exchequer by V1” 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 presales@wearev1.com and once acknowledged, you will then be contacted with a reference number to track the progress.

Customer Information

Advanced Account Manager Name
V1 Account Manager Name
Customer Contact name
Customer Contact phone number
Name of your Company
Customer Contact phone email

EDM & OCR for Exchequer Information

Which version of EDM & OCR for Exchequer by V1 is installed?	☐ R1.4.X ☐ R1.5
Which Module(s) is / are installed?	☐ EDM ☐ OCR
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
If Yes, at a high level please describe this change below, if No, please continue to step 4.

What type of Change are you requesting?

☐ Enhancement ☐ New Feature
Please give as much detail as possible below:

Any other relevant information: