All ideas

Can an option be added to clear the list of previous files in the Find Files field on the Whiteboard?

When emailing within E-Closing, the recipients should be able to see who all the email was sent to (like Outlook). Then when they reply, it should go to all parties and keep everyone in the know of the transaction. We quit using this feature for t...

It would be helpful to be able to sort the results by clicking the column header on the Check Register Query

alphabetize the checklist tasks

It would be great to be able to search file notes for keywords. As well as sort/search documents in the Document Mangement tab - sort by user, date saved.

The system will sort by the check amount or check number but not by cleared status. This would be helpful in locating a check that was not cleared or one that was cleared inadvertently. You can sort by cleared status (Clr column) but it doesn't gr...

Please add the option for the Balance Activity Report or Escrow Detail By File automatically save to E-Closing file the same as the other documents we can request

In regards to sending emails through E-Closing. CC option (we CC people that are not applicable in TO section. Need to be able to cut paste body of E-Closing email. Need to be able to save e-closing email as a draft. If mail is drafted and we need...

It would be great if there was a way to generate labels for regular envelopes (as opposed to a UPS or FedEx shipping label). For example if I enter a mailing address for a particular check on the Escrow Accounting page, say for instance a pest con...