Document Management no longer showing if document was posted to a portal.
The Document Management screen in Closing Vue no longer shows if a document was posted to client's portal. Also, It would also be helpful to be able to delete a document that was posted in error to a portal without deleting if from the file.
We do indicate they have been sent to the Portal. See the below image from my test file. It shows the icon and then on hover it shows who it was sent to
As for the unsend, I will create a new ticket for that one.
Hello
We do indicate they have been sent to the Portal. See the below image from my test file. It shows the icon and then on hover it shows who it was sent to
As for the unsend, I will create a new ticket for that one.
E-Closing