Single archived copy of a document able to be collated for different contact types
Be able to send a copy of the Lease Agreement to the owner and the tenant. The way fileSMART PrintMail works now is I need two copies of the Lease Agreement archived as 2 different document types e.g Lease Agreement Owner, Lease Agreement Tenant. It would be good to be able to save the document just once as Lease Agreement and for fileSMART PrintMail to recognise that clients have collated it for one contact type, e.g. owner, but allow clients to collate the same document for a tenant. It could be useful for other documents as well – like Routine Inspection Reports.
Hi Supporters,
Thank you for your support, unfortunately, your suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!