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Automatically Upload DA to Opportunity's Closed Documents

DAs in the new Transactions workflow should automatically upload to the Closed documents section in the related Opportunity.

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Emma Ballenger shared this idea  ·   ·  Report…  ·  Admin →
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  • Molly Haines commented  ·   ·  Report

    This would be so incredibly helpful and save so much time for all offices. Agents would always have a place to go and get their split and payment information without having to request it from MC leadership.

  • Megan Buyer commented  ·   ·  Report

    This would help streamline our processes and cut out unnecessary time!

  • Anna Reiswig commented  ·   ·  Report

    I would like to ask for the OPTION to automatically add it. And to enhance it, have the DA print with our signature, date, THEN automatically upload.

  • Sandra Griffin commented  ·   ·  Report

    This would be such a time saver as we are manually uploading them now.

  • Beth Wilkerson commented  ·   ·  Report

    Having this functionality would eliminate the extra steps it takes to download and then upload into the Closed Folder in the docs!