Ideas & Enhancements

Case Document Categories can't be set per doc to fillin automatically after a doc is merged

Merged docs can create a new Case Documents tab item, but it can't automatically fill in the Case Document Category, so after merging a new doc, the user has to go to the Documents tab and manually give each new doc a category.  This takes extra time that shouldn't be wasted.  If they have a lot of items on the case docs tab or merge lots of docs at one time, this can be Very time consuming 

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  • Apr 10 2019
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