Idea Details

Communications - Enclosure list - ability to display description instead of name

Last activity 24 days ago
Alan Palin's profile image
By: Alan Palin
09-27-2022 11:14

Clients need the ability to list enclosures using their descriptions and not just their names.  See attached EnclosureList.mp4 file for more information. 

More details from the client that this enhancement request is raised for:

SS&C Financial Services is currently upgrading to 21.2 and moving from EnCorr to Communications.

For testing, AWD version was used with:

  • AWDCommunicationsWordAdd-In version 2.5.1
  • DocumentRenderer version 2.3
  • Proceed workitem via Chrome

On EnCorr, the enclosure list always shows their ‘description’ but the enclosure list on Communication always shows the enclosure ‘name’.

For example, the enclosure name = ‘EQTAddReqInformationForm’. The description = ‘Additional Required Information Form’.
• EnCorr - the letter will print ‘Additional Required Information Form’.
• Communication - the letter will print ‘EQTAddReqInformationForm’.

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