Prompt to complete document properties (name/type) when saving to documents/letters screens
- Fiona Hardy
This guide has been reviewed against our global client base and classed as relevant to all regions
Available from version 12.197
When saving a document to the system either via a document management or letters screen, the document properties screen is automatically displayed which requires the document 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 a document type is identified before it is saved, along with the document/letter name being saved appropriately
After choosing to save a document/letter:
Setting a document/letter type ensures it is categorised correctly within the system, while updating the document name ensures it is displayed as required in the documents/letters screens |
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