We love the June 2023 release new ability to link documents to list tabs
PLEASE add this to value items which is where we need this functionality the most and ASAP
we need to refer to invoices, approvals for payment, the documents that get printed when the checks get sent out
right now I am considering having to add custom fields to value items, but please just make value items function the same way as you have for list tabs and don't make me have to manually recreate that functionality
Guest
When clicking the "+add" button in the value note, open the case docs instead of the computer's download folder.
This way, when adding documents to value entries that are already uploaded to the case docs tab, the user does not have to first download to then reupload the document to the value entry.