we would like add time sheets to our document manager and whilst we can upload them easily there is no category for time sheets , could this added to the Document options??
Currently the folder categories are fixed, when we further develop the document management area we’ll likely add a provision to manage custom folders. Unfortunately I can’t promise when this will be.
I’ve modified your title slightly to enable others looking for similar functionality to find it and add their vote.
When you are looking at further developing Document Manager with custom folder names, how about adding the facility to allocate a document to a particular client/supplier. So that if you receive a letter from a customer it would appear in My Letters, not just the letters sent to them. Much easier to follow the thread in the communication.
We’ve had a lot of votes for this here. I am sure we’ll be starting work on this in the next 3-4 weeks.
http://community.quickfile.co.uk/t/attach-documents-to-client-or-supplier-cards/2861/
great idea count me in
Count me in also. Any update on when this feature can be implemented
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