https://tallie.com/

The ability to whitelist/blacklist IP addresses exists in AgilLInk. Make the page to enter that information available to an administrator or user with the proper role.

We need an option to accommodate the scenario: from 0 - 30K Mary's signature prints. Greater than 30K John's signature print. This is irrespective to who approves.

On the multiple document upload screen if there is a way to enable me to drop documents into the "existing batch" list from the saved drive rather than using browse and upload buttons. This would prevent me from having the extra step of uploading ...

Since we require our firms to move all of the clients data on AgilLink to the new firm there needs to be an easier way for the releasing firm to extract data from AgilLink. Right now they would just have to export all images without any way to ass...

Get following error when trying to delete template clients (unused and not tied to any natural client). Also, takes in excess of 3 minutes prior to error coming back. Should delete very quickly

The dollar amount that prints in numbers on the check face should be in Arial 12 Bold so that it is easier to read. This is the way it printed in DFX

I want to be able to obtain the document ID number after I upload an image so that I can directly create a relationship from a desired document. In the old DF system, we had the option to search an image or manually enter the document ID number to...

When running a report (balance sheet, income statement, etc.) in AgilLink, the tab that opens should read the name of the client and report name. For example, Andre's Demo Client/Income statement. Currently, the tab that opens is generic and reads...