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Ideas & Enhancements
Categories Integrations
Created by Guest
Created on Feb 2, 2021

Option to have word documents clicked on in CaseDocs to open up in Word Desktop by default

I don't like how the Word documents lookin the browser when we click to open them in CaseDocs (doesn't populate w/ our letterhead, and some of the formatting looks funky). So everytime I open up a word doc, i have to go and click to open it in the Word Desktop app. . . any way to make a preference to open up these documents in the word desktop app by default would be nice.

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  • Guest
    Mar 12, 2021

    I agree. I thought once you open a document to the desktop that it would remain as a default to open future documents, which it does not. It's such a waste of unnecessary time.

  • Guest
    Feb 4, 2021

    You actually have the option to do that. When you open a document, then manually send it to the WORD app, a message should pop up asking if you always want it to open in WORD. Most staff in my office has done this and there hasn’t been any issue. Now all the WORD documents open directly in the WORD app. You can also do this with PDF documents.