Ideas & Enhancements
The client want to be able to send document straight from the document tab. If they are able to do document send then it should be able to send documents via email as well rather than downloading it and then attaching and sending it.
I agree, this is a crucial function for cutting checks - so that if a provider receives the check they can see the account number (from the memo line in the value tab) and then the client name automatically generated below. Should be an easy fix Needles team!