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Mortgage / Loan document storage.

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jack riggall
  • updated
  • Completed

Please add a Documents area to the mortgages section. Statements &letters etc could then be stored and linked to their individual mortgages. 

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jack riggall

Or Just the ability to link loans and mortgages to a folder

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jack riggall

Image 117

Adding another tab next to activity logs would be an ideal place to see the documents tagged to the Mortgage or Loan :-D

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jack riggall

Is there any progress with this feature?

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Roy Dixon

Hello Jack

I have added this to the development list.  I will let you know when it is done

R

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Roy Dixon
  • Completed

Hello Jack

We have added the ability to upload documents to mortgages.  The files are stored on the Edit tab at the bottom

Kind regards

Roy

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jack riggall
Quote from Roy Dixon

Hello Jack

We have added the ability to upload documents to mortgages.  The files are stored on the Edit tab at the bottom

Kind regards

Roy

That's great, thanks!


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