Adding Documents to the system

56 votes

When adding a new document to the system, there should be the ability to create a new project "on the fly" so that if there isn't a project already set up, it can be added from the "create new document" pop-up. There should also be an ability to push the document from that screen to an assignment or ToDo or Review and then assign that to one or more individuals.

Under consideration Suggested by: brian davis (31 May, '18) • Upvoted: 20 Jul, '23 • Comments: 1

Comments: 1

31 Jul, '18
Gina
I would add this should be available when creating any new item - Appointment, Call, Etc.