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Status Duplicate / Existing Functionality
Workspace E-Closing Core
Categories Enhancements
Created by Kim Smith
Created on Jan 12, 2022

Having option to group attachments as 1 PDF instead of individual documents when emailing.

If we had the option to group the documents we are sending, the email that they receive won't have a long list of attachments, and they will not miss any documents or our email to them.

  • Attach files
  • Admin
    Alyssa LeMay
    Reply
    |
    Jan 21, 2022

    Hello

    If you go to Show Scanned/Saved and select say 3 PDF documents, they all come over in one link, all together.

    You can also make the password protected.

    E-Closing

  • Wanda Bienvenue
    Reply
    |
    Jan 21, 2022

    This will NOT work if the documents need to be password protected, which in our business is essential!!

  • Kim Smith
    Reply
    |
    Jan 21, 2022

    Yes, this I do know.
    However, they are attached as Individual PDF���s and not 1 PDF with multiple documents.

    How do you get them to merge as one PDF?

    *** We require all cash to close to be tendered in the form of a wire transfer. Our wire instructions are available upon request.***

    Kim Smith
    Licensed Title Agent
    Title Closer
    Gregory S. Gefen, PA
    Signature Title Group, LLC
    US Title of Florida
    kim@gefenlaw.com

    1801 N Military Trail, Suite 203
    Boca Raton, FL 33431
    Direct: 561-334-2293
    tel: 561-988-0088 ext 221
    fax: 561-988-0066
    www.signaturetitlegroup.com
    www.gefenlaw.com

    TRY OUR FREE PERSONALIZED TITLE QUOTE APP ��� WWW.SIGNATURETITLEAPP.COM

    Follow us on Facebook

    BEWARE OF CYBER-FRAUD ��� Before wiring any funds, call the intended recipient at a number you know is valid to confirm the instructions ��� and be very wary of any request to change wire instructions you already received. Click Here for Important Wire Fraud Video

    To our valued customers and partners: Our office is monitoring COVID-19 very closely. We are taking precautions to keep our customers, partners and team members safe during this time. We are working hard to serve each of you, but you may experience some delay as we adjust schedules to accommodate state and federal guidelines. We will do our best to keep you updated. Your business is very important to us and rest assured that we are working very hard to minimize any inconvenience you may experience.

  • Admin
    Alyssa LeMay
    Reply
    |
    Jan 21, 2022

    Hello

    This functionality already exists. If you go to a screen under the Documents tab in a file and go to Show Scanned/Save (if you do not see this screen, please see your Admin or reach out to Support at 603-485-7951 or support@e-closing.com) to have it added. There you can select multiple documents to send together.

    E-Closing