Feature Requests

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Default email out to PDF & Email Output Indication on Draft Bills

Set default email output to PDF instead of excel as this is what most people will be able to open and how most firms probably prefer the format. As well as add a field that shows what the emailed output will be on the draft billings screens.

  • Andria Donovan
  • Jul 17 2020
Feature Request
How often would you use this request?

Daily - improved efficiency when setting up new matters and improved efficiency when managing draft billings

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