Settings and activity
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3 votes
Joshua Champion
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2 votesJoshua Champion
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6 votesJoshua Champion
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4 votesJoshua Champion
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4 votesJoshua Champion
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6 votesJoshua Champion
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8 votesJoshua Champion
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12 votesJoshua Champion
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52 votesJoshua Champion
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24 votes
An error occurred while saving the comment Joshua Champion
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14 votesJoshua Champion
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1 voteJoshua Champion
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4 votes
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Joshua Champion
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11 votes
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An error occurred while saving the comment Joshua Champion
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This would allow a lot more freedom in ways, and allows clients to more accurately identify specific documents. Although I'd prefer this as an option, as it seems like it could cause problems when it comes to auto-archiving from Strata Master. Maybe a blank space at the bottom when selecting a Portal Description, during archiving, ect., that would then auto integrate into the currently available portal descriptions.
Joshua Champion
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12 votes
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An error occurred while saving the comment Joshua Champion
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This would be a great feature, as I find myself wanting to add more to a document after Workflowing it such as an email from committee members as proof of approval or Work Orders so that it is easier to identify what works were requested/done.
Joshua Champion
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8 votes
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An error occurred while saving the comment Joshua Champion
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Maybe not automatically but it would be a handy optional feature for filesmart to be able to grab the committee emails from Strata Master via an additional button and generate an email with the invoice attached ready to be sent straight off with only having to enter text into the body of the email left for staff to fill in.
Joshua Champion
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6 votes
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10 votes
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An error occurred while saving the comment Joshua Champion
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I understand how this can be a handy warning, although as the change is primarily intentional at the time. I also agree that it tends to waste time.
Joshua Champion
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9 votes
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An error occurred while saving the comment Joshua Champion
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This would be extremely handy if it mentioned it in a format that would include something along the lines of an Invoice for Example - SP####-Creditor-Invoice No. or Doc Type-Date. This information being taken from the Archive Tags. I understand there isn't an invoice no. tag but I'm hoping there will be one in the future.
Joshua Champion
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I agree that more formatting options for this part of this program would be ideal. We currently do all our meetings via word before saving as a PDF for distribution. Although this is not ideal. We'd need at least the ability to add a cover sheet to the document and being able to organise the attachments throughout the Agenda in the order we need them, verses having them all clutter at the back of the Agenda.