All ideas

When a Document Scheduler is created for a tab that has expiration dates enabled, it will automatically populate an expiration date when the tab is created, and there is no way to turn that off. Until the actual document is received, there is usua...

Right now, the default frequency for using Document Scheduler is every one day starting on the date specified. If this field is not changed, it can very quickly create a lot of unnecessary tabs with no easy way to delete them. This can be manageab...

Customers need a way to identify where Document Scheduler is active to ensure that schedules are being turned off when they are no longer needed. Right now, customers are only alerted to a schedule running that shouldn’t if/when doc tabs show on u...

When a new branch is added we need an option to grant all users access. Currently you need to touch each user.

AccuAccount allows you to add a comment to an exception and it shows in reports in Reporting Services but not in Dynamic Reporting

There needs to be more reporting on account changes such as when a user updates an account status or make other Admin changes. Customers are being questioned about these changes and would like to have a report to show who made them.

It would be great if there was a way to include a bank logo on the email version of a notice letter, but not the printed version. This would allow banks to brand the notice letter emails while saving printer ink, and being able to use their inhous...

It would be great if letters generated through notices could be saved into Accu (like the snapshot on the origination side of things, etc), so that someone wouldn’t have to print to PDF, and then manually navigate back to the record and manually u...

The updates to the Notice Letter functions have highlighted orphaned exceptions (document exceptions that are not tied to a document). A common cause for this is that the document tab was deleted from a document structure without first deleting th...

Customers need to be able to pull in all of the information entered into the "User Notes" field in User Maintenance to the Notes field in Dynamic Reports. Right now, the field only allows for around 30 characters.