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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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  • Megan Buyer commented  ·   ·  Report

    I also would love for Agent's Transactions screens to have the option to download either the Detailed or Standard DA. Just the download button so they could find it themselves would be so helpful.

  • 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!