Improved Document Management/Files in Clarity - Search and Group Functionality
Improved document management. We are moving towards being fully paperless which means uploading multiple PDF files to a client's enrollment. However, the existing system doesn't allow for searching or grouping files by file type.
2
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AdminEric Jahn (Admin, Bitfocus) commented
This would complement https://ideas.bitfocus.com/forums/936456/suggestions/48153347 .