Ability to rename uploaded client task attachments
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T
Terri Peters
Similar to other files within FC, give the ability to rename files in Client Tasks
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Debra Feltham
does this mean we could have a naming protocol for the upload that would automatically name the document what we want it to be eg. Bank Stmt YYMMDD Acct ####?
L
Laura Adams
Yes - very important. Clients name things all types of crazy things and often use wrong dates for things like bank statements. This would be very helpful!
Amanda Aparicio
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in progress