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Status Future Consideration
Workspace E-Closing Core
Categories Enhancements
Created by Michelle Mullis
Created on Aug 14, 2023

Integrate a doc editor with a dropdown list to auto add tags

It would be highly beneficial if there was a full document editor within the software, whether it be adding new templates, or generating doc packages and needing to make changes. I am a coder so it is a tiny bit easier for me, however if you add a tag drop down to the editor where any person can select the correct tag to add to their template, then it will enable anyone to be able to code docs on the fly. There are 690 different document tags in the software, not including the ones with the additional concatenate ending tags on the original 690. We also wouldn't waste hours upon hours trying to update docs, tag them, upload them, and then add them back to the templates and then to the package. The other software we used previously had Create/Edit editor and a Generate Doc Editor. When you create or edit a doc, it automatically saved it to our templates. Having the tag dropdown where we can click to add tags would improve efficiency.

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