on 15-11-2018 12:32 PM
Acting for a FI I often have linked workspaces for purchase and refi components of my loan. It would be great if you could if there was a hyperlink that could take you directly to the linked workspace eg clicking on the workspace ID would open the linked workspace rather than having to go back to dashboard. Thanks
3 weeks ago - last edited 3 weeks ago
Agreed, as a practitioner this would be super handy to be able to one step/click through to other related roles or linked dealings to view and action tasks as need be, ie acting both sides, or same client on a linked matter.
a week ago
Last release, the Workspace summary was updated to show a new panel for when you have a linked financial settlement! The panel shows you whether the linked workspace is ready, the settlement date and time, plus a hyperlink that navigates directly to the linked Workspace. It has been a real timesaver.