Attach Client Files to Tasks
L
Lydia Crumbley
Allow firm users to attach a file stored in 'Client Files' to Tasks to send the client.
Log In
S
Shirley
I was just coming here to request this. Having to attach from computer files for both the task & the files section is a bit redundant.
Autopilot
Merged in a post:
Attachments to task -
l
lenora corbin
When I attach a file to a task, I have to close the task and then reopen to make the attachment non reoccurring. Please make this an option at the time the file is attached