Ideas & Enhancements

Neos - Templates/Documents Tab - Add ability to choose NOT to add the merged template to the Documents tab

Firm uses merge templates for Notes that don't need to necessarily be attached to the case. They would like to add the ability to choose whether to attach a merge template to the Docs tab.

  • Avatar32.5fb70cce7410889e661286fd7f1897de Guest
  • Dec 3 2020
  • Attach files