Portal Enhancements: Preview & Naming Options, Download All
complete
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Brodie Ball
• Document Preview in UI – Ability to view uploaded image snippets directly in the Portal without downloading each file.
• Preset Names/Types – Ability to preset or adjust document names/types (e.g., income, license, credit app) so both the customer and store know what’s being requested/uploaded, reducing confusion and the need to download everything.
Michele McCoy
complete
We’re excited to share updates to the Portal feature:
- Document Preview: Click on a document to open and view it instantly.
- Rename Documents: Use the menu button → Rename to update the file name anytime.
Shawn Goebel
Merged in a post:
Rename Files in Portal
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John Henry
Please add the ability to rename files in Portal
Michele McCoy
Merged in a post:
Ability to preset names/document types to request certain ones or adjust what they are in portal
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John Henry
Ability to preset names/document types to request certain ones or adjust what they are in portal so removes the need as much to download all items to see what each one is if can send certain link or have drop down for what the image or file is from the customer and store view such as income, license, credit app, etc,
Michele McCoy
Merged in a post:
PREVIEW for PORTAL Uploads
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Gabe .
Simple and time savings. Let us preview the files in PORTAL so that we dont have to downlaod each one. Level up and let us change the names on them so that we know what they are. Thanks.
Shelby Parker
Thank you for posting, Gabe .! I have a few more questions for you:
- What specific file types do you need to preview in the portal?
- How often do you need to rename files after uploading them?
- Are there any specific features you would like in the file preview functionality?
Michele McCoy
Merged in a post:
Add preview to files
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Adam Schwartz
When uploading a .jpeg, it would be useful to have a preview of the file and the ability to open the file in the browser instead of downloading it.
Michele McCoy
Merged in a post:
Preview Image in portal
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Sonny Aivazian
Would like to see the downloaded image or a thumbnail rather than a box that says PDF, that way we could go right to the image we want rather than having to go through them to find something.
Michele McCoy
Merged in a post:
Portal Preview and Downloads
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David Kim
Can we have a all download option in the portal for multiple files and have a preview to see what we are downloading for the deal jacket?
Shelby Parker
Hello David Kim! I have a few more questions for you:
- What specific file types or formats should be included in the 'all download' option?
- How frequently do you anticipate using the preview feature for deal jackets?
- Are there any specific security or access control requirements for downloading multiple files?
D
David Kim
Shelby Parker Hello I had a customer recently send over 17 files of documents. Instead of going through it would be nice to have all download option. There are also times when I go back into the portal to see which document is what document. Instead of redownloading all the files again to find the driver's license a, preview of what the document is could streamline the process.
Michele McCoy
Merged in a post:
Allow for document preview
Gabriel Brenes
Allow for document preview for documents that were uploaded through the portal. I dont think its necessary for documents to be downloaded everytime. Also a download all or check off any document you want to download would be sweet.
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