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Status Will Not Implement
Workspace E-Closing Core
Categories Enhancements
Created by Arilee Ortiz
Created on Aug 8, 2023

Word Documents Drafted in CV

Documents should be updated automatically with updated information entered into the system. For example, if a borrower is added or removed the documents already drafted would have the updated information automatically transferred. At the moment, we would either have to enter updated info into CV then update all drafted documents already saved in the doc folder or pull all documents again to review and draft.

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    Alyssa LeMay
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    Aug 14, 2023

    Hello

    If you re-generate a document, it will update with the current information with the file. If you have saved a file to Scanned/Saved, this will not update, but rather keeps the documents in the state they were in when generated, so you can see a progression of the file.

    E-Closing

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