Documents, Photos, Forms & Attachments
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Name Documents, Estimates, etc.
When creating documents from templates (and estimates,) each document is given a doc number. There is no way to name the document and it displays as "Document #" which hampers easy recognition of file(s.)
14 votesAs we continue building out our document builder, this is definitely an option we want to add.
We’ll let you know when we’re able to get this in.
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