Ideas & Enhancements

Ability to fill in "Party" in document details when first uploading a document

When you drag and drop a document into Case Docs, the only details you can initially fill out are Document Name, Document Type, Document Category, and Tags. I would also like to be able to add the Party, so I don't have to always go back afterwards every time I add a document.

  • Guest
  • Nov 21 2022
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  • Guest commented
    23 May 16:37

    YES!!! It is so cumbersome to have to then go into each document to update the Party. Please give more field options.