Choose destination of document

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 systemDocuments

Please authenticate to join the conversation.

Upvoters
Status

Accepting Feedback

Board
💡

Feature Request

Date

About 1 year ago

Author

Beth Igglesden

Subscribe to request

Get notified by email when there are changes.