Add ability to edit name of document when saving attachment to client file

16 votes

Under consideration Document Management Suggested by: Rudy Jaworski (28 Feb, '18) • Upvoted: 16 Jun, '21 • Comments: 1

Comments: 1

24 Jan, '19
Andrew Cummins Admin
Documents can now be renamed in Amicus Online after they have been added to a Client File. This capability was added in the January 2019 update.