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...
Autopopulate New Provider Card Generated from Search
When searching for a provider prompts you to create a new provider card, it would be helpful if the data you already entered into the search populated into relevant fields in the provider card.
I'd like to add an Auxiliary Checklist to multiple cases at once from the Advanced Search or Reports screens. For example: I want to add an auxiliary checklist to perform tasks A, B, and C on every case of a certain Case Type with 'no' in a certai...
Show Colors on Document Types within the Document Type Settings menu
I think it would be beneficial to see the Colors on Document Types within the Document Type Settings menu so they can all be easily referenced against each other to see what colors have not been utilized easily.
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