Ideas & Enhancements

Doc Gen - Auto File Name

Since the last release, when generating a document and selecting multiple recipients, NEOS auto adds the client name to the file name. It should add the provider name instead or at least remove the client name. It's already auto saving to the client's file so it's not necessary to add the client's name to the file name. It should just stay the name it auto generates as, or the name given by the person generating the document.

  • Guest
  • Mar 27 2023
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