Documents/Filin

When filing a document against a plan, this doesn't seem to filter through to client documents. Is it possible to have a chcke box for binders where documents filed against a plan can be added to the main document system but within a binder for the plan

Area of the system
-

Please authenticate to join the conversation.

Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Documents (File System)

Date

Over 2 years ago

Author

Celia Palmer

Subscribe to post

Get notified by email when there are changes.