PORTAL: Setting Adjustments to view the entire title of a document vs a chopped of version
Our clients are often confused by the lack of detail in the title of the document. These pro athletes are sent multiple state returns. We need a view that displays the ENTIRE title of a document and not a chopped off version that adds to error and confusion.
Comments: 3
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27 Jul, '18
Steve GI believe this screen should show a list view, just like the "documents" tab of the portal. This would allow the entire file name to be displayed. The documents tab isn't useful for this because it shows all documents for the client, and does not provide the filtering that is provided by the folders.
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23 Aug, '18
Linda Dthis is a must!
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05 Jan, '21
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