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Status Future Consideration
Workspace E-Closing Core
Created by Guest
Created on Jan 24, 2020

Have a closer option as well as the processor option/use team/use attorney

We would like to have an option that would allow us to have the processor as one option and a closer as another option. Currently the options are TEAM/PROCESSOR/ATTORNEY and we would like to add CLOSER. We set our Whiteboards to show files assigned to processors and or closers and it would be wonderful if both options were available so the files would appear on both the processors whiteboard and the closers whiteboard. If this is an option please add that as an option.

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Add a closer option to the whiteboard setup

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It would be useful because closers on files would be able to see all their files similar to how processors can see all their files. For example, if there is a processor on a file and a closer and they are not the same person, the closer is not abl...
Guest over 3 years ago in E-Closing Core / New Features 0 Future Consideration