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

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Upvoters
Status

Rejected

Board
💡

Feature Request

Tags

Documents (File System)

Date

About 3 years ago

Author

Celia Palmer

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