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Choose destination of document

Feature Request

When a document is published through the doc builder, you should be able to say what folder it goes to and this includes non-default folders. At the moment they all go to the same folder and there’s no easy way to move them to case folders on the clients record.

Area of the system
Posted by Beth Igglesden ·
Status: Accepting Feedback1 comment

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Comments1

  • tomorchard

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    Jul 2

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    Merged request

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    1 vote

    Ability to choose where doc builder saves a generated doc

    So we can choose whether it goes to Client, Joint Client or Case, then select the specific folder we want it in.