Automatically add a note when a document is added to Document Management
When a new document is attached to Document Management it would be nice if the system created a note stating what document was added. If there are multiple documents added they would all be under the same subject of "Document Management" so that notes does not get cluttered.
Hey Jackie B! Can you give us a little insight into how this would be used in your workflow? Is it a notification thing because people look more at notes and not the documents on the order?