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zita.white
Iress Team
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Hello Zita,
Is there a way or possible future enhancement that will allow attachments uploaded to FSG section in XPLAN to automatically save to the Notes section also, linking it to the note?
Further, I know there is functionality that allows you to create a task from a Note, but if you have an existing task, when you attach a document to that task, can it be saved as a Doc Note or linked to an existing Note?
Or perhaps a Document Storage Repository that all document attachments uploaded into XPLAN Notes/Tasks/FSG etc that can be accessed in one central location for a client and downloaded if needed?
Thanks
- zita.white
Hi jaclyn.bazin4, unfortunately, it’s not possible to automatically link documents uploaded in the FSG section to a doc note. This functionality is not currently on our roadmap, but I've noted your suggestion for future consideration.
Regarding your question about saving an attachment from a task as a doc note, or linking it to an existing note, this is also not possible at the moment. Although this was considered as part of our recent doc notes uplift initiative, we were unable to include it due to time constraints. However, we have noted your suggestion and will review it for potential future enhancements.
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