Be able to copy the Doc Centre link into an email | Mercury

Be able to copy the Doc Centre link into an email

complete

Sarah

Also, even just making the link to the doc centre and customer centre available to copy paste (like the questionnaire and opportunity email address currently) would enable people to decide of they want to send the link directly with the standard email, or use the links in one email they create from their own email platform.

July 19, 2019

This post was marked as

complete

Sarah

marked this post as

in progress

Sarah

Merged in a post:

Doc Centre

Matthew Clark

To be able to cut and paste a link from Doc Centre so the request for documentation doesn't have to be a seperate email. Trying to cut down on the number of emails to the client and combine into one.

December 12, 2019

This post was marked as

planned

Sarah

Merged in a post:

From email address

Sarah

Ability to change the from email address so that the request comes from the broker

October 16, 2019

Sarah

Hi jon@cashbackmortgage.com.au

We're implementing functionality that will allow you to generate a link in the Doc Centre, copy and paste into an email and send to your client, so that the email will come from your email address. Would this address your idea?

jon@cashbackmortgage.com.au

Sarah: perfect thanks

Sarah

marked this post as

in progress

We are working on an interface update that will enable us to implement this feature. Keep an eye out!

Andy Fleming

Should be able to include a button which does copies to clipboard...

Sarah

marked this post as

planned