Ideas & Enhancements

NEOS: party role after the party name when generating documents

When merging document and selecing the party name; the drop down doesnt differentiate what role the party is. It only shows the list of parties name in the drop down. We need to add a role after each party name so we know who are generating the document for or which information is being pulled into the letter

  • Guest
  • Sep 9 2020
  • Future consideration
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