Enhancements

When scanning final documents and using the barcode feature, there is currently a limit of 5 emails that will also receive the package as it is scanned. It would be helpful to include more recipients as more people are involved in today's closing ...

Ability to move all folders and documents when copying to a file/new file

Add the number of checks needed to the print check screen near the starting check #. This would make it easier to know how many checks to pull from the check safe and confirm the next check number on the simultaneously to reduce errors.

I would also like to add to your list of upcoming things to add to EC = Email templates. These would make life so much easier to just be able to click a button with the email that we start and choose a template that we need

When downloading a document, it would be extremely helpful if it downloaded with the name of the document. For example, I name all uploaded documents but then when I download them it changes the name of the documents. Same when downloading a CD or...

Perhaps adding (unless I don't see it) a selection for a designated lender Attorney similar to the Attorney data entry fields for the Buyers and Sellers would be a good idea?

It is a common occurrence that the buyer and seller split the cost of title insurance but at this point it would have to be done manually for an Alta and there is too much room for error.

When set up in the back office, certain event(s) will be automatically generated when you mark an event as complete in a given checklist. The schedule function in checklists can be modified for this. Additionally, when inside the file a pop-up men...

in e-closing the docs would open in one click. this extra step of choosing how the doc opens is unnecessary for me and my team and creates extra work.

See attached preferred balance sheet format