product suggestion for Pro Series DMS - Note Annotations
We're attempting to switch to 'paperless office' using DMS. Our tax prep process include cross-referencing source doents figures to line items on tax return. We thought we would use the Note annotation to write in the cross-referencing on screen that was used to be done by hand-writing. Except each note annotation box in DMS has to have that blue area / 'box' on the top w/ the user name. Also, the annotation box is not transparent so the box can cover up text of the original doent. These issues can be inconvenient for us because sometimes we have over 50 cross-referencing notes to do on a page. We wish there's an option to turn off / eliminate the blue area w/ user name and also an option to make the note annotation box's background transparent. That would really help if Intuit can add these options to DMS!!
