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Automatically rename client uploaded files
Allow users to create a "rule" that all file name should follow. Then, whenever a client uploads a document, automatically rename that file based on the rule. Build in a setting so that users can: (1) not enable this feature altogether, or (2) review each file renaming before the rename is done
1
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Document Management
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in progress
Ability to rename uploaded client task attachments
Similar to other files within FC, give the ability to rename files in Client Tasks
3
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Document Management
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in progress
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