Ideas & Enhancements

PDF Editor - Inserting PDF - Filter results to make finding documents by case easier.

Currently when a user is trying to insert a PDF into another PDF in PDF Editor it pulls from the "Browse Documents" list and you are unable to filter to a specific case or client. Currently, the only way to use this effectively is to search for the exact name of the document which makes it difficult when you want to select multiple documents from one case.

  • Guest
  • Jun 10 2022
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  • Guest commented
    14 Jun 02:06am

    It should default to the Case you are working on, or give you a File Explorer window to pull from your desktop.

  • Guest commented
    14 Jun 02:06am

    It should default to the Case you are working in or give you a File Explorer window so you can pull from your desktop.