All ideas

When there is an error or an issue where a document cannot be imported (other than Account Number, Customer Number, unresolved MTEs, etc.) the index file gets archived, and the corresponding image remains in the _Data folder. Instead of archiving ...

To use the feature, they have to touch all the users to restrict access. It should default to yes as it would be easier to allow a few access than restrict the majority.

Would like there to be a letter/email option on the distribution page so you don't have to go to each customer page to make the choice.

We need a way to move documents, and all of the document information moves with it. (Expiration date, title, document date)

When creating a new application, on the screen to select the application/loan type and the initial application status, admins/approvers are able to see the full list of statuses, but any user that is not an admin/approver can only see the default ...

Add the “Total Loan Balance” and “Total Loan Commitment” amounts to the Exception Report Template in Dynamic Reporting.

Create a new fields in Dynamic Reporting for Primary Total Balance and Primary Total Commitment. These fields would be similar to Total Loan Balance and Total Loan Commitment but would only include accounts where that customer is the primary owner...

Mass Maintenance capabilities such as moving retired tab images to an active tab and then able to delete the retired tabs.

When too large to view on customer page add hovering action so user can see complete description when hovering over it without having to click on edit as some users don’t have this user right.