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Agent library / Client onboarding / Custodian form version check

Custodian form version check

PitCrew compares each form about to go out with the latest version saved in your forms library and stops out-of-date forms before a client signs them.

When it runsBefore each form is sent
Who approvesOperations
Works withYour forms library
Get in touchDescribe your version of this task

How it works

4 steps. A person decides at the end.

  1. Reads the formThe form about to be sent
  2. Compares the versionAgainst the latest version in your library
  3. Flags old formsWith the current version to use
  4. A person approvesOperations confirmsUses the current form

What it reads and what it produces

Reads

  • Forms about to be sent
  • Your forms library

Produces

  • Pass, or a flag with the current version

Rules it follows

  • Checks every timeEvery form, every send.
  • Never edits formsIt flags; operations replaces the form.

Questions firms ask

Last updated: October 2026

How does it know the latest version?

It compares against the versions your team saves from the custodian. When a new version is saved, it is used from then on.

How long does it take to set up?

5 working days from data access to the first production run. PitCrew experts connect your systems and enter your firm's rules.

More in Client onboarding

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