document activity

Currently when creating a document activity, it appears optional to upload an actual document. It would be helpful if uploading a document to a document activity record was actually mandatory. so to get a pop up saying you need to attach a document or at least a warning message to suggest no document has been attached. So that in case someone completes all the other fields but forgets or doesn't actually attach a document by mistake then SKY points out the potential error.

  • Lisa Friel
  • Dec 8 2021
  • Attach files
  • Matt Preston commented
    December 13, 2021 19:23

    Yes, I would love to have the option of uploading a document that directly correlates with the activity that is logged. This would help our foundation staff keep the "Documents" organized. If they are all in "Documents" it gets unwieldy.