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mfaith
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Staff
since ‎22-08-22
4 weeks ago

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User Activity

Document Splitter- ability to set default format for split documents to be saved as: PDF or TIFF

29-10-25
Currently, when you use Doc Splitter to create multiple attachments (or sub-documents) that are saved as TIF images.   Clients would like a setting added that gives you a choice of what default format the split documents will be saved as:  PDF or TIF...

Capture and display delivery instructions when creating .html source

02-09-25
Can Communications be enhanced to capture and display the delivery instruction information on the .html source that is created in Communications?   Currently, the .html source created in Communications only displays the body of the email. Clients wou...

Admin-Cross-Reference Lookup: Portal Dataname used on Classic/Dynamic forms

29-02-24
Clients want to run a lookup or report by selected LOB that will bring back results of all Classic or Dynamic Forms on portal that call for the selected dataname.  This would ultimately be a cross-reference utility, like what is being created for UX ...

Communications- Allow multiple parent / child relationships

22-02-24
Currently when configuring Parent/Child relationships in Communications, there can only be one parent client associated with multiple child clients. Clients would like the ability to have multiple Parent/Child relationships in Communications so they ...