I have an issue where there are a lot of files dropped into the documents area of the white board. We have folders created to help keep things separated, when needed, but also help keep track of things only one side of the transaction needs access to without searching through a whole mess of files. Is there any way the folders we create could be visible (along with the docs contained inside) when we go to attach items in an email sent through the database. It is very helpful to have them seperated in the documents, but then when we have to send something through the emails, we have to search through all of the docs in their entirety to find the one or two we need to attach. Thanks in advance for consideration of our idea!
Hello
We are slowly rolling it out, but if you want to check it out, please contact Support (603-485-7951 or support@e-closing.com) and they can change you over.
E-Closing
Does everyone have access to the new UI?
Hello
We released this weekend the updated Document Management Screen in the new UI. Here, you can perform Bulk Actions, like emailing uploaded documents.
We hope you like the updated screen!
E-Closing
I love this! It would actually be really helpful if the Attachments drop down in the the email field looked just like it does on the Documents Management screen, but with checkmarks so that we can select which documents to send!