One should be able to set a date relative to when the report is run. For example, whenever a report is run the date range is set to pull items from within six months of the date it was run.
With e-service agreements becoming more and more common, we should be able to generate a mass email to all persons on the counsel tab (attorneys and staff).
Most of our firms reports we use daily are user defined reports and only run correctly when exported in PDF legacy format. It would be way more efficient if we could subscribe to the report and have the option to do the PDF legacy format instead o...
Allow file rename when saving from email via tagging
We should be able to rename email attachments (i.e., "save as") when tagging the email to the file. Sometimes these are named badly or do not conform with our own system. Having a "save as" field would save double-work of having to go back in the ...
I'd like to see either a general group permission or a special permission to allow users to add/edit/delete under the Templates section. Right now it is a permission nested under Document Forms instead and I'd like to see it split for some of the ...
It would be VERY helpful to have an option in the settings to configure the "global/default layout settings" for all users in our firm. I'm talking about somewhere where we can choose the columns shown by default for each tab, the default column w...
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