Allowing the addition of other files or documents being sent with reports/contracts

3 votes

Having the ability to send addition files or documents when sending reports or contracts would be a big plus.

Under consideration Work Order Suggested by: Richard Tinaro (05 Apr, '22) • Upvoted: 10 Jun, '22 • Comments: 2

Comments: 2

05 Apr, '22
Rishi Nanda Admin
Thank you Richard for posting your suggestion, we hope this feature will be incorporated into the software in the near future. Much appreciated!
10 Jun, '22
RA
Richard, I use the appendix and upload documents there (such as the contract) as a workaround until this feature is implemented. (I upload the contract to the appendix because we want it included with the report but we do not want it appearing before the report as there is enough already ahead of the ‘meat’.)