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Workspace PS Web App & Platform
Categories Record Management
Created by Michael Handlmaier
Created on May 4, 2022

RELATED IDEAS

Include in Emails and Reports' Default Setting

Currently there is no option on the portfolio or project level to set the default value for the 'Include in Emails and Reports' check box and it is currently set to include.

When printing a record to pdf it is virtually impossible to exclude all non-pertinent attachments from the print menu just based on the attachment name, especially for records with a lot of attachments.

It would be helpful to have the option default to unchecked so the user can turn on only those attachments that are pertinent to the resolution or final status of the record.

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