All ideas

When using Doc Scheduler you need to select a specific day- When this needs to occur on the last day of the month it is not consistent.

Would like the box to add a new comment on the customer page to appear above the previously entered comments. This way, there would be no need to scroll through previous comments in order to add a new one.

The ability to add Primary related entities and/or guarantors to an exception report. This would be a great option in DR. Currently the multi-select option will not load the customer or account list and there is no way to add more than one option ...

Ability to disable a doc (Tab) type allowing it to be viewable but not scanable

When using email option it would be helpful to have the ability to preview and/or edit before sending.

When adding exceptions and filtering by Record Type, the options are in a random (but consistent) order. It would be better if it were sorted A-Z, or Credit A-Z - Loan A-Z - Deposit A-Z

Not all notices require separate stages. If there is only one stage the notice will not be resent once it is marked delivered.

Need sorting/filtering options, Branch (Distribution), Exception name(Administration)

Lists/reports of notices are often shared with loan officers for comment or approval before notices are prepared or sent.

Ability to resend a specific letter. For example, if a letter is returned for a bad address, there is no way to reprint the letter with the new address.