When we send a invoice or a report CW will email the document from it's program. Is it possible in the future to be able to add attachments to this email? Often with an invoice I need to include a copy of the order appointing me on the case and the motion. Wen sending a people report often I want to include external documents with it. What do you think?
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Jim, et. Al
I am working this issue. Having the ability to attached XDOCS to emails sent out.
So, here's a generic question: When one emails out of CaseWorks it will always be associated to Case.
So, when we show you what files are available to attach to an email, should it be limited to only files associated to the case OR should it show all files associated to the client?
When testing this feature this evening, I noticed that it emails all reports that have been generated in the case in all of the possible formats....need to be able to only add the report selected and in the file type selected.
How about giving options to choose any format and optionally attach as required one or two or maybe all?
Okay folks, you may now choose what style of report to include as an attachment to the report you want to email: Thanks to James and Evey
