I have a suggestion for the Transaction Summary Page. After creating the transaction, is there a way to create a box to check off that will automatically attach this sheet in an email if we choose it?
Instead of having to download the TS to the computer, then compose an email and attach it? It is a small step, but is so quick and easy for agents! The platform we are moving away from, has this feature, and this is a step that our agents must do when a new pending transaction hits. I have copied what it looks like in Paperless Pipeline, this is an option when an agent begins to compose an email.
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