Ideas & Enhancements

Ability to save word document as a PDF right from casedocs

We should have the ability to save a word document as a PDF directly from CaseDocs. That way - if I draft a settlement acceptance letter from templates, I can save it as a PDF directly and then fax it. Now we have to hit Save As in Word, and then go locate the file in explorer to save it to the proper file, and it's too many steps. Should be a pretty easy function to add considering the other functions available in CaseDocs already. In our firm - I know a letter has been sent once it's PDF'd.

  • Guest
  • Nov 2 2021
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