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Forms saved to Client's Profile files
- Live
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Tina Dettlaff |
Our clients have to fill out several forms and forms are very specific to the individual client and we frequently need to access the information on the forms. Currently, the Files section will contain the files uploaded in the form, but not the actual form, therefore we have to go to the Forms menu and look for the client's submission so we can download it, and then upload it to the individual client's files.
It would be most efficient that when each form is completed it can go directly into the client's Files, and even better to a specified file folder. Same for any items requiring a signature (PDF, auto-save to file).
Thank you
Activity Newest / Oldest
Mike
Status changed to: Live
Mike
Status changed to: In progress