Ability to Drag & Drop or Copy & Paste pdf documents contained under the Documents Tab
It would be very helpful if we could Drag & Drop or Copy & Paste the pdf documents under the Documents Tab in to an email for example. I'm sure it would save us all a great deal of time.
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Hi Adam,
We have standard emails for;
* Quotation
* New Policy Issue
* Renewal Invitation
* Renewal Confirmation
* Endorsements
I currently use Chrome when using SchemeServe and when I open a pdf document from the Documents Tab the pdf automatically saves to a specific folder on my computer. I then open the email template that I wish to use and attach the pdf file I want to email to the Agent. To me it would be helpful if I could drag and drop the pdf file from the Documents Tab in to my email. I use two monitors and usually have Outlook open on one monitor and SchemeServe on the other so drap and drop would be good for me. Right click, copy and paste for single monitor users would probably work better.
Regards
John
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Hi John,
It looks as though the issue here is that you want to use custom email templates to send out your docs rather than using the system ones - therefore you copy the docs over and attach them up to your own templates.
There is an item for this on the Feature Requests Forum that you may wish to vote for - this would enable editing of the system generated emails (possibly with a template) so that you could control the look of them on each site.
You can find that topic here http://support.admnetwork.com/entries/20937826-Changing-the-text-on-auto-generated-email-bodies
Regards
Colin
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