Ideas & Enhancements

Link Documents to Values Entry,

If I receive an attachment via email that is related to a Values entry (billing ledger, claims ledger, invoice, etc), I would like link/upload that to the values entry without saving a copy of the file locally and then uploading as an attachment to a values note. Instead of being prompted to browse the hard drive when selecting "add attachment," we should be able to access the documents already stored in that file.

Alternatively, it would be nice to have a drag and drop function to save an attachment to a Values note.


  • Guest
  • Mar 19 2024
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