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
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Rejected
Feature Request
Documents (File System)
Over 2 years ago

Celia Palmer
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Rejected
Feature Request
Documents (File System)
Over 2 years ago

Celia Palmer
Get notified by email when there are changes.