Automatically publish invoice to portal
Automatically publish invoice to owners' portal after archiving to File Smart instead of having to tick 'publish to portal' every time.
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Ben O'Neill
commented
This is a good idea, but can be expanded to other document types also. Realistically, Rockend should implement client-side functionality that allows end users to customise the document types' visibility on the portal so we don't have to tick the box/choose the portal description each time.
E.g. You might create a document type called "Whatever", and then you should be able to configure that document type so all documents filed there are visible on the portal by default. There should be three portal options per document type - Yes, No, user-defined