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  1. Compliance Documents - File Name

    17 votes

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    3 comments  ·  Property Tree » Compliance  ·  Admin →
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    Jacqui Quinn commented  · 

    This takes so much time having to re name documents. This is also an issue when processing invoices, adding documents, email documents. Many of our creditors use commas, underscore, #, $, ( ) and & in the names of their invoices. It is becoming increasingly frustrating having to save individual invoices/documents just to be able to upload them.

    Jacqui Quinn supported this idea  · 

  2. Documents Names being less restrictive

    8 votes

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    Ready for Votes  ·  0 comments  ·  Property Tree » Document Management  ·  Admin →
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    Jacqui Quinn shared this idea  · 

  3. Be able to attach documents to communications from within Property Tree

    9 votes

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    Ready for Votes  ·  1 comment  ·  Property Tree » Document Management  ·  Admin →
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    Jacqui Quinn supported this idea  ·