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Status Implemented
Workspace E-Closing Connect
Categories Integrations
Created by Guest
Created on Jan 31, 2022

FUND PRODUCT ORDER

In the previous Doubletime, all BII exceptions used to be Propeled to me. This was a super convenient future because it made it so I could export that propel folder into my individual closing files. This feature allowed my boss and anyone else working on the file to see the exceptions easily. Now, I am told that feature no longer exists and that my only option is to export the fund product order as one giant PDF with no easy way to search for the OR BK i may need to reference OR I have to waste a lot of time and save each fund product order PDF individually. Is there a way to fix this feature so that we can export a fund product file FOLDER like Propel used to allow us to do? This would really benefit my workplace and I am sure it would benefit others as well.

Thank you.

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