Hi - I’m a lender and would like to use page designer to generate monthly statements for my borrowers. Ideally these are easily converted to pdf and saved in an attachment field for each record in a view. Right now there is no easy way to do this except for printing each separately and adding manually, or printing all records, splitting, and then uploading.
We could save to an attachment field using a template and Formstack integration, but there are a couple limitations. No table view for linked fields and Formstack pricing is based on the number or merges, which would start to add up quickly.
To share the statements with our borrowers, we’ll use Stacker so they can login to their portal and access the statements.