Ideas & Enhancements
We would like the ability to create merged Excel spreadsheets with merge fields like in Word. I imagine Excel forms like a workers comp lien reduction worksheet that will save in Case Docs. Another would be a pro-rata lien payment worksheet under the North Carolina lien statutes. The ability to pull data from the Value Tab and Dates from the Checklist and Case Tab would be awesome!
We also want the ability to create merged Excel sheets. Even in meantime if you could make it so a new clean excel doc can get generated without using merge fields that would be a good start. As it is right now, we have to have a totally separate place in SharePoint to manage all of our Excel templates that are shared firmwide. As an admin I want all of our case related templates to get managed out of one central location.
Also merge fields in an excel sheet would be great we would use that a lot. We have about 4 different Excel templates we use with every case, and would like to create more. Tracking medical bills, lien reductions, mediation outcomes, pre-settlement analysis.