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Ideas & Enhancements
Created by Guest
Created on Nov 21, 2022

Ability to fill in "Party" in document details when first uploading a document

When you drag and drop a document into Case Docs, the only details you can initially fill out are Document Name, Document Type, Document Category, and Tags. I would also like to be able to add the Party, so I don't have to always go back afterwards every time I add a document.

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