Ideas & Enhancements

Being able to send documents to other parties in the case just like note tab.

When you are in the note tab and and viewing the note you click action > email note to contact your able to send the note to the other parties in the case. The user wants to be able to do the same with the document tab rather than copying and pasting the email address.

See image for guidance.

  • Guest
  • Jul 20 2020
  • Future consideration
  • Attach files