on 27-10-2017 09:56 AM
Just wondering if it is possible to print the conversation transcripts from the workspaces? We would like to keep the transcript on file for 'file note' purposes.
on 31-10-2017 12:10 PM
Been having to copy and paste notes to file notes. But would love to be able to optionally download the notes as one file per workspace.
on 31-10-2017 04:19 PM
Hi @BrettCS Merely for archive purposes, So even a zip text file might be OK. Though perhaps PDF will reserve the format better.
Suggest maybe the same download ALL for signed documents in a workspace. I guess since there remains individual workspace for each role type ie Buyer and separate one for Seller, caveator, lender etc...
Definitely looking forward to the conversations being integrated into API
on 31-10-2017 04:21 PM
Ideally, it would be great to be able to print a PDF of the full conversation history with each workspace participant individually. Eg: full conversation history with the other practitioner or incoming/discharging mortgagee. Also, ability to nominate to print the full transaction conversation history or individual specified dates. Initial thoughts for this comment were along the lines of the transcript history offered by web services such as Jetstar and Qantas. At the end of the 'help chat' the virtual assistant asks if you want an email sent to you with the conversation transcript.