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Ideas & Enhancements
Created by Guest
Created on Aug 25, 2021

Emailing Documents - Attachment Type Order

Rearrange the order of the attachment types available (and label them) for selection when emailing out a document.

Currently the order is - PDF - Link - As Copy.

Would make the most sense to rearrange them based on preference of usage: -PDF - As Copy - Link (recommended for internal use only)

As when sending the document as a link would require the recipient to have/request access to the firm's SharePoint.

  • Attach files