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E-Closing Core

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Disbursing Today - Quick Filters

Add "Disbursing Today" to quick filters on the whiteboard so that you can quickly see which files are disbursing for the day. The "Balance" column is very useful with being able to see which files are in balance and have checks cut, but would be m...
Guest about 3 years ago in E-Closing Core / Enhancements 0 Implemented

Uploading documents to folders via file summary screen

It would be very helpful to be able to drag files to the folders from the file summary screen instead of having to go into document management,
Guest over 2 years ago in E-Closing Core 1 Implemented

Ability to have multiple property addresses for 1 file

We handle Residential & Commercial transactions that encumber more than 1 property. It would be helpful to have the ability to choose how many properties are associated with a closing.
Guest over 4 years ago in E-Closing Core / New Features 0 Implemented

Doc Folder in Attachments

I have an issue where there are a lot of files dropped into the documents area of the white board. We have folders created to help keep things separated, when needed, but also help keep track of things only one side of the transaction needs access...
Guest almost 3 years ago in E-Closing Core 4 Implemented

Add 'Check All' button in Consolidated by each payee

In the consolidated check screen it can be difficult to issue a wire or check when you have multiple payees. It would be much easier if each payee had a check all button.
Guest about 3 years ago in E-Closing Core / Enhancements 1 Implemented

After recent updates Word Documents now default to RTF not DOC

I would call this a correction but that is not an option: A few months ago after an update was rolled out, now when you chose to open a document in word it defaults to RTF (who uses that format) instead .doc please put it back to the way it was.
Ed Walker 10 months ago in E-Closing Core / Enhancements 1 Implemented

LAYOUT OF A FILE

I'm back to E-closing after 2.5 years with Qualia. I've opened my own company and very excited. I noticed on the e-closing 2.0 that each file starts with General information. It doesn't flow well. The most important item to see when opening a file...
Guest over 1 year ago in E-Closing Core / Enhancements 2 Implemented

Ability to create a Document Package which contains only Bar Codes

When we do initial set up, we print out two bar codes, set up and title. As we move through the process, we create single Bar Codes for the task at hand. When we close out a file, we print out at lest 8 Bar Codes. It would save time to have the Ba...
Guest almost 4 years ago in E-Closing Core / New Features 2 Implemented

ECDT - ADD CLOSING DATE TO FILE SUMMARY

Add closing date at the top of the file summary page in 'General Information'. Currently, the closing date is only shown hidden in the 'Financial Information' portion.
Lindsay over 1 year ago in E-Closing Core / Enhancements 1 Implemented

In the "Emails" window on the Matter Dashboard - Add column for "To:" and "Attachments"

Having a quick way to review who you emailed and what was sent via E-closing.
Guest over 4 years ago in E-Closing Core / Enhancements 1 Implemented