Ideas & Enhancements

NEOS: being able to export the settlement memo in a Word document format for further modification

The firm/user want to be able to export the settlement memo to word so they can modify it further that way they can use it for their own benefit.

  • Guest
  • Sep 24 2020
  • In Development
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  • Guest commented
    6 Jan, 2021 03:46pm

    Being able to edit a settlement memo without each item being an image is huge to the firm. It would be nice to see this information exported to Word as normal text to be easily edited.