Hello! Do we have an expected timeline for when the document editing/formatting will be updated? I'm trying to improve my dentist letters and it's been so hard to get things formatted/sized in a clean and consistent way. Thanks!

I would love to see the document editor become a WYSIWYG (what you see is what you get) interface that is easier for me and my staff to visualize exactly how the document will appear. It's a pain when trying to edit the document that you can't see what the formatting will look like without generating a full sample PDF - another office I work at uses Tops and their document editor is pretty intuitive and easy to edit/format, which is something I miss with Greyfinch.

I would like to add that I'd love to see an improved document LOG. It would be useful to be able to click on the document and see a log of who was sent this particular document and how.

For example a document log could look something like:

Date, Time -- Emailed, Texted -- Email Address, Phone number -- Status: Pending, Sent Successfully

This would be extremely helpful in the Documents Section

When a document is emailed, the text in the body always says: "Please see the attachments for _______". I'd like to be able to customize what text automatically populates in the email body so that I don't have to add to it every time.

When a document is emailed, the text in the body always says: "Please see the attachments for _______". I'd like to be able to customize what text automatically populates in the email body so that I don't have to add to it every time.

Yes, to start I would like to template my own personalized letters and then have only a minimum amount of editing to do. Also there are some referring doctors, particularly medical in my area that like a hard copy letter with an original signature. This means addressing a letter. I would like to be able to easily print out an address label say to a dymo label maker for the "professional look".

I would love a way to edit a letter that has already been generated, maybe a duplication feature, instead of having to redo an entire letter each time we want to change the recipients information within the letter.

For example, if I want to send a referral letter for extractions to 2 different oral surgeons, the letter is set up to auto populate the doctor's information and I add doctor's comments to the bottom of the letter.

But if I want to send the same letter to another recipient, it would be nice to just be able to type in the new recipients information instead of populating a whole new letter and having to type in all the comments again.

Please make it easier to add and delete bullets and maintaining the same formatting. Also, it would be great if we had the ability to change the templated verbiage versus resubmitted the master form every time.

I would like to be able to scan my letterhead paper and use it as the background for my letters.