All ideas

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,

Please update this document to create a better document tag list so that users are able to easily locate and copy & paste the tags when creating or updating custom documents. Currently it is a nightmare trying to find the correct tags and then...

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.

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.

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...

Generate Documents > Check All, could there be an option to Generate as Separate documents? when I click check all, then generate, they are combined, which is great, but could there be a option for the docs to not be combined? Each box could be...

If we could add notes to the rolodex screen so that if we need to remember something about a realtor, lender, association, it would be easy to see.

Please add the ability to have more freedom on naming files. Specially the "," I use it in the LLC names "Dido, LLC" I have to go a change the name of each file in order to be able to upload them to the Document Management section. Or have a funct...

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...

It would be helpful to make the Events that are outstanding Bold or a different color. The ones that are checked are the same color as the outstanding events. Visually it would help for what is outstanding at a quick glance.