Display all client uploads together in one table, not separated by engagement, workflows, and perm
in progress
markm@busadvisory.com
One of our struggles is knowing when & where clients upload documents either vie a workflow, engagement or otherwise. Is there a way we can have an area to see all upload activity in one place so we can search and also get notified as an advisor when one of our clients uploads documents?
Lauren LaVan
updated the status to
in progress