Greater Visibility

May 18, 2023

We are excited to announce the release of a new feature that will provide greater visibility into the progress of your consultancy visits.

This new feature seamlessly integrates your Document Reminders with our back-office scheduling system. This integration enables you to closely monitor the progress of the linked consultancy visit – from the initial date proposal to the final report upload to Meridian.

This gives you real-time access to the status of your consultancy visit, allowing for better tracking and planning, bridging the gap between you and our back office team.

To begin using this new feature, simply log into your Meridian account and navigate to the Document Reminders page for any document where William Martin provide consultancy. You will now see the new William Marin Consultancy panel associated with your upcoming and completed consultancy visits.

Meridian Enhancement 1

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