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Status Will Not Implement
Workspace E-Closing Core
Categories New Features
Created by MJ Bush
Created on Jul 19, 2023

Drag and Drop

It would be helpful to be able to drag a document from “Scanned/Saved Documents” into an email. We save documents such as CDs and CPLs etc. and have to create a desktop folder to save the documents. It is not time efficient.

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  • 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.

  • Trish Dillon
    Reply
    |
    Aug 4, 2023

    This would be VERY helpful in speeding up the email process as well as attaching items to email replies in our existing email program (Outlook).

  • Cheyenne Younce
    Reply
    |
    Jul 27, 2023

    This would be super helpful for us as well, because until personalized signature blocks can be added to the email out feature we cannot utilize your email feature.,

  • +2
8 MERGED

drag and drop files from E-Closing to outlook email or creating E-Closing email to match with other email

Merged
when using E-Closing email to send out docs, recipients are afraid to open it because it's not the same email address that's been using.
Guest over 2 years ago in E-Closing Core / Enhancements 0 Will Not Implement
5 MERGED

export of documents

Merged
Please allow uploaded documents to be dragged and dropped outside of eclosing!!! this will save us all time !!
hilda lopez over 1 year ago in E-Closing Core / Enhancements 0 Will Not Implement
20 MERGED

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 docum...
Guest about 1 year ago in E-Closing Core / Enhancements 4 Will Not Implement