Add Option to "Attach all Docs Visible in Client Portal" to an email.

It feels cumbersome to make sure I’m including smart tag for the exact doc I need to attach. Alternatively, if I could have multiple docs under 1 label, that would be helpful. I could then include a line like “All new amendments (if applicable) are attached below”. I’m not sure if these are the right solutions, but hopefully this helps paint picture of the pain point so you can find the appropriate solution:)!

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Upvoters
Status

In Review

Board

💡 Feature Request

Date

3 months ago

Author

Adrian Thomas

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