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Categories AccuAccount
Created by Guest
Created on Apr 6, 2026

Autosave Notice Letters To Customer Page

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 upload. This is especially important in loans where we have to retain proof that we requested financials a certain number of times per year, and we need to make sure to keep copies of the letters in the file.

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