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Status Will Not Implement
Workspace E-Closing Core
Categories Enhancements
Created by Guest
Created on Apr 14, 2023
Merged idea
This idea has been merged into another idea. To comment or vote on this idea, please visit COREX-I-1105 Drag and Drop.

DRAG PDF DOCS TO EMAIL Merged

Please revisit this again

Document Grabbing

I can't drag and drop a file FROM eclosing, once saved in the file, into an email in outlook for some reason. The ability to do that would be very helpful. I dont like that I have to open the saved document from the whiteboard, save it to my desktop as a pdf so that I can send it in an email, or I have to send it using the e-closing emails. The e-closing is only limited ot theemails in the system, and if there is a different contact, I need to send email using outlook. In fact, most of our communications go through outlook. So once I save a file into the database, if I need to send it to someone who is asking for it, who isnt in the system, I have to open it, download it, save it, then drag and drop it into the email.

  • Guest
    Reply
    |
    Aug 26, 2023

    Thank you

    Thank you,

    Marc Shomberg

    Concierge Closings

    Licensed Title Agent

    Se Habla Espa��ol

    marc@amortitle.com

    Amor Title, LLC

    7401 Wiles Rd. Suite 254
    Coral Springs, FL 33067

    Office: 954-247-1224

    Fax: 954-827-2247

    Cell: 954-604-9503

    "We LOVE what we do!"

  • Admin
    Sara Casto
    Reply
    |
    Aug 25, 2023

    Thank you for your feedback. Drag and drop from the applicaton to outlook is not currently on our roadmap. However, we are planning on releasing a new in-app pdf viewer/editor later this year which will allow you to more efficiently download documents and drag them directly from the browser download tray to your outlook.
    We do plan to integrate the app with outlook (and other email providers) but do not have an estimate yet on when that will be completed.

  • Erin Shea
    Reply
    |
    Jul 17, 2023

    100 % this needs to be an addition!

  • Guest
    Reply
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    May 9, 2023

    this is 100% one of the most important upgrades for your users