Here in the Compliance Team, we know that notes and commentary can often be a challenge when trying to clearly and easily capture your understanding of a client's requirements and objectives. This is especially important under your BID obligations, as well as linking these objectives clearly, to your reasoning for the final product selection.

We've put together some examples of how you might provide commentary to capture the different requirements, by scenario.

Did you know about Snippets?

In Mercury Nexus you are able to create notes easily by using the Snippets function.

Refer to our article on snippets and how they can make note creation easy, here: