Ideas & Enhancements

"Copy to another case"

When I try to copy a document to another case, it won't let me type the name of the other case. Therefore, this function is useless.

I would like to suggest the ability to use this function.

  • Guest
  • Apr 24 2023
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  • Guest commented
    April 25, 2023 14:33

    You need to change the search parameters from the dropdown menu--they default to "Case#/Intake#" in this pop-up. Change to "All" and it will let you type the name.