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Ideas & Enhancements
Created by Guest
Created on Aug 9, 2022

Editing Duplicated Documents on Case Docs Tab - Stop Autorefresh

After duplicating a document on the docs tab, you need to find it in order to edit Title, Author, Date, etc. Currently, if you open the side pane to edit the document information, it auto refreshes after clicking out of each field. This adds seconds of time when trying to edit the document quickly. Instead, it would be great if there was a SAVE option in the side pane so you can save all at once.

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  • Guest
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    Nov 21, 2022

    YES!