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    Set the top level folder for the matter as a default folder when adding documents

    Product Requests
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    • S
      SadiqA2304 last edited by SadiqA2304

      When adding a document to a task, we are required to click a folder to which that document is added. I'd like to request that the top level folder be set as the default folder, so that we don't have to make this extra click. Users like me have no preference as to which folder the document is placed in - we just want the document to be created so we can use it.

      Current result after selecting a document and NOT selecting a folder (e.g., the top level folder):
      3c91ade2-6a91-4483-911e-5684538bac7a-image.png

      Desired result after selecting a document and NOT selecting a folder (top level folder pre-populated, eliminating clicks for users who want the document in the top level folder or who have no preference which folder the document is placed in):
      2d68da59-2df4-4b0e-af04-3bb13baf7524-image.png

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      • B
        BrandonK6644 last edited by

        I'd suggest allowing the admin to select a default folder. For example, the default could be "WorkInProgress" everytime you want to upload a new document or create a form letter within a task.

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        • gregg_appcoll
          gregg_appcoll last edited by

          Hi Sadiq,

          Thanks for the suggestion. We will pass this along to our engineering team for future consideration.

          • AppColl Support
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