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.
4
votes
Jackie Bradford
shared this idea
-
AdminRandy Miller
(Admin, MoversSuite)
commented
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?