Skip to Main Content
 
Status Will Not Implement
Workspace E-Closing Core
Categories Enhancements
Created by Devon Forin
Created on Jan 20, 2022

Send attachments as PDF rather than a link.

I have found that many of our emails with attachments go unopened due to the fact that people are nervous to click on and open links.

It would be more helpful if the documents were sent as PDFs or Word documents.

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

    Hello

    We recommend using the Closing Portal whenever possible. Documents then get sent to the portal as PDF or Word (if it is a form you want them to fill out). It is more secure then sending documents via email. Please see our Help Desk for more information about the Closing Portal, or contact Support at 603-485-7951 or support@e-closing.com

    E-Closing

  • Sarah Glover
    Reply
    |
    Jan 20, 2022

    STRONGLY Agree !