Data Entry when Adding Documents
When uploading you just have the option to upload the document and then go back and change everything. Any way it can be changed so that all of the information on the document is stored when you upload it.
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Please allow upon upload to choose a category for each document being uploaded.
Donna L Zerger commented
It would be great to be able to select the category when uploading a document. Now I have to upload the document, then come back in and "edit" to select the category.
Also add the ability to link several documents at one time. When you upload multiple documents to a client you have to go through each individually to link to the same account.
It would save so much time. Right now I have to upload a document, then edit it to assign category, then select "link account".
Jenny Meyer commented
It appears that it currently sorts by month - but not correctly. It sees October (10) as a "1" and places these documents above anything loaded in January (2). It completely ignores the year.
I agree that having most recently uploaded documents at the top is the best sort option.