I have to send the backup to the agent when printing the check - it would be helpful for the system to automatically print the scan of the source document

Currently when you click on a document ID of a related image on a transaction, only the image opens in a pop up. As the notes for an image are found on the details window, the details window should open up along with the image.

Users would like to have a token to add in the client’s name (who to address the letter to), instead of having to say, “Dear Client” or “To Whom it May Concern,” as these letters are generally addressed directly to the client. Ideally, this would ...

Users would like to have the ability to manipulate the margins on the letter within AgilLink, as it does not copy over margins from Word. The margins currently come out very narrow.

Firms would like to be able to edit the size of the firm logo as it appears on the cover page/letter, as it comes out very small, no matter the size of the originally uploaded logo.

When you print a check there's nothing that indicates if it successfully went through or not. A confirmation pop up saying something like "this check has printed" would help a lot for people who work remote and can't go phsyically look at the prin...

The Include Totals by GL Acct option should not be checked by default

LEGACY HAD A DUE DATE FIELD ON GL ACCOUNT. IN AGILLINK WE HAVE TO EMBED WITHIN GL DESCRIPTION. IT WOULD BE HELPFUL IF WE COULD PREFIX OUR DESCRIPTION WITH DUE DATE AND SORT BY DUE DATE.