Skip to Main Content
Ideas & Enhancements
Categories General
Created by Guest
Created on May 29, 2019

Change case tabs after merge document is created

Once you create a document from a case, you cannot select other tabs within Needles. For example, if I am currently on the Party tab in a case and I select documents, go through the parameters of the document. Once the document loads, you cannot go back into Needles and select other tabs such as value.

  • Attach files