AccuAccount

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 to establish a role and grant the role permissions then assign people to roles. Customer request- E.D. from Woodforest

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)

Customers need to delete loans that are beyond retention requirements; however, when they have cross collaterals, the purge feature does not prevent crossed collaterals from being purged when other associated loans are not flagged for purge. While...

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

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

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