Generate Write-Ups in batch and have the ability to save them as individual documents to each record.
When creating multiple write-ups using the batch function, it would be helpful if the individual documents could be saved to each individual record for future reference versus creating each write-up separately. If we can create via batch, why not have the ability to save to separate files?
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Guest
- Jun 11 2018
Related ideas
Ideally this would be an option within the generate correspondence dialog box, so we can change it as necessary.
This is especially handy for producing write-ups where we would like separate files so they can be sent out to selected people.