Request list features to add

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  • Idea
  • Updated 6 months ago
Would love to see functionality for the request lists feature to include having the sort automatically be by task 1-10 not 10-1 but still have the functionality to sort the opposite way if needed.

Would also love to be able to attach a document from ShareFile. I'm wondering why this is not a feature? So when creating a task and a client needs to review a document that we have being able to attach it right from ShareFile instead of having to save it to your desktop and then putting it in your request list.

Also is there a way to see all of your templates you save? It would be nice to be able to have access to this to be able to delete old or non valid templates or change names of templates if needed.
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Sarah

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Posted 6 months ago

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