Rename files while adding them
M
Michele Martinek
It would be great if we could rename the file while it's being added to the task. For example, I download bank statements and then attach them to the recon task. But right now, I have to click the icon, click attachment, drag in the attachment, click submit, THEN I get the pencil to edit the name. If I could do that in the upload box while I'm adding the attachment, that would be amazing and save a few clicks!
J
Jon Hanson
I want the option to automate the file naming. If a task or file request is for a certain stmt every month, set the name so we dont have to worry about naming them ourselves, or dealing with all the variations clients and other users come up with.