"Documents" tab in Matters module
Appcoll's form generation has been making great strides. It would be helpful to be able to quickly see all documents for a given matter. I'd like to recommend a tab in the Matters page:
(I know my masterful photoshop skills make it hard to see my edits, but I tried to highlight the suggested change in red)
When clicking the "Documents" tab, it would show all documents that have been generated for the matter, which would be similar or identical to navigating to the folder for that matter in the Files module (Top -> Client -> Matter folder).
This is basically what I'm asking for actually
@SadiqA2304 In the meantime- please remember the quick access icons available on the matter details page directly above those tabs. The first icon will take you directly to all files associated with that case.
support_appcoll last edited by
Definitely makes matter documents more convenient. We'll discuss internally.