on 14-11-2018 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
05-02-2019 07:25 PM - edited 05-02-2019 07:26 PM
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.
on 13-02-2019 01:39 PM
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.