Hello,
Would it be possible to add an option to send a file or initiate a Transmittal from the Documents section of PW 365?
We do have the option to send a file to DM from PWExplorer, a similar option in PW365 would be useful.
Please consider this request. Thank you.
As a standard user in PW365 or the new unified portal document interface, I want to be able to select one or more files and send them on a Correspondence workflow directly from the document area.
Need to expand the document area submenu to display correspondence types that the user has access to only.
Practical use of functionality?
easier to find documents in a listing from the DMS Folder structure than trying to link them to correspondence type in the form/package interface. |
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What is the impact of not doing this?
Confuses the user and is a standard feature on other DMS with form workflows. |