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Status Implemented
Workspace E-Closing Core
Created by Guest
Created on Feb 15, 2022

Add output option (to select who can see this) to Upload file under documents

It would be beneficial to be able to select who can see the uploaded files. That way, I could for example upload a survey and select buyer and buyer's realtor and it would send them an email saying there is a document for review and they can see it under documents in their portal view. Right now, I have to upload the file and then click it under document management and then select the output. It seems that can be less time-intensive when this selction can be made when the files are uploaded.

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