The only way to set a default document path for a case is to have Automatic Folder Naming on. It would be much better to be able to browse to a filepath and have Needles use that as your default document path.
Cloud - Separate Permissions and Staff Directory Access
Right now, giving edit permissions to the Staff Directory also gives the ability to change permissions. These two should be separated like they were in Needles 4 and 5. The modify permission should also only allow a user access into their own Staf...
Option to open word doc or PDF in native program instead of opening new window in browser
There should be an option to open a word doc or PDF in WORD or Adobe directly instead of opening it in another tab in the browser. WORD documents when opened in the browser look funky and we rarely edit documents in the browser, almost always edit...
CLOUD: add a column for template source on the document setup screen.
CLOUD: add a column for template source on the document setup screen. The user was the tempalte source to be viewable on the document setup screen so he would know if it has a file path or not. Makes it easier when he goes through the list and doe...
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