When creating documents using the document builder, we currently have to download, save and re-upload these documents to a clients document page. If these could automatically be saved into the document page of the client, that would save a huge amount of time
Please authenticate to join the conversation.
Completed
Feature Request
Document Builder
Over 2 years ago

Mike Cound
Get notified by email when there are changes.
Completed
Feature Request
Document Builder
Over 2 years ago

Mike Cound
Get notified by email when there are changes.