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Similar to Envelope Custom Fields and the way they show up on Envelope Reports, we would regular text/tab fields to also have the option to display on reports, as we have key identify features like ‘Loan Number’ or ‘Member Number’ we would like to include. This should also extend to Powerforms, as we’re currently utilizing this for most of our processes, which makes ECF not an option.
Idea Submitted
Enhance Reporting to select and display specific text/tab fields from envelopes as columns
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