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Ideas & Enhancements
Created by Guest
Created on Dec 22, 2021

Drafting document from Checklist should prompt correct document type

When you draft a template from the case docs tab the document type can be saved as a auto fill in so it is used every time for that template. But when you draft the template from the checklist it does not fill in the document type for you. You have to choose both type and category.

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