It would be nice to be able to drag a PDF from the documents tab directly in to an email. I know that the document can be emailed directly from there but it would be helpful to have the ability to drag and drop the attachment, instead of having to download, save and then upload to the email.
Absolutely! My clients and lenders do NOT want links - they want pdf files attached to emails. I have to have a separate electronic file to be able attach documents to an email.
I agree. Dealing with seller and/or buyer attorneys, I would like to have the option to drag and drop directly out of the documents tab. All of our search documents are delivered there. When sending exceptions to a title commitment. It would be very helpful.
Coming from Qualia, I believe this feature to be very helpful and necessary. We work with many seller attorneys. It is crucial we keep a database of contact information for them. That would include attorney info as well as their assistans and paralegals. Thanks for the consideration and hope to see this feature in the future 😊