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When saving a document to the system either via a document management or letters screen on a property, applicant, contact or tenancy, the document properties screen is automatically displayed , allowing which requires the document name and type to be set at the same time as saving it
This prompt is seen throughout the system when saving a document/letter by dragging and dropping a file, by browsing for a file or when creating a new document/letter and choosing to save it to the system
This update ensures that the correct a document type is saved with the documentidentified before it is saved, along with the document/letter name being saved appropriately - it also mirrors the same behaviour seen when uploading a document via a document management (or Documents) screen throughout the system
From property, applicant, contact or tenancy:
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Open Letters screen (or click and drag document over Letters button)
Click and drag document over Letters screen, then click Yes
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After choosing to save a document/letter:
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When saving a document to the system either via a document management or letters screen on a property, applicant, contact or tenancy, the document properties screen is automatically displayed , allowing which requires the document name and type to be set at the same time as saving it |
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