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Status Duplicate / Existing Functionality
Workspace ClosingVue
Categories Enhancements
Created by Guest
Created on Jan 24, 2025

Ability to add other Portal users when checking off events

When we create events we choose which Portal Users can be notified - but if we use "Third-Party" portal users they are not included? It would be nice to have the ability to add any portal user to notifications when checking off the events.

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  • Admin
    Alyssa LeMay
    Reply
    |
    Jan 27, 2025

    Hello

    Third Party Participants are tied to Borrower or Seller. If you set the event(s) up to notify Borrower or Seller, whichever party the Third Party is tied to, will show as an option on the Event notification.

    E-Closing

    2 replies