Attach Documents to an Action

We scan letters and documents (etc.) to the Media tab but it would be helpful if we could add them to an action to retain the chronology of events and have all history in one place.

  • Guest
  • Dec 5 2016
  • Attach files
  • Nicole Barry commented
    December 15, 2016 14:42

    Adrianne, the product, Papersave allows documents to be saved to an action.  You must save the action first, then you are able to upload a PDF document to the action.