drag and drop files into letters and uploads
It would be great if you could drag and drop copies of letters, emails, reports etc into the letter and uploads section rather than needing to save them to your desktop, upload them and then delete them from your desktop.
Thanks
Thank you for your suggestion.
It is possible to drag and drop files into the client letters and uploads area already. However, the file does have to exist on your computer first and can’t be dragged directly from your email client.
A quicker option might be to drag the file from your email onto your desktop, and then drag the file from your desktop to the client Uploads grid.
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Penny Callaghan commented
It would be great if you could Drag and Drop files into letters and uploads. We receive a lot of correspondence via email which we need to save to client files and if you could just drag and drop rather than opening the email attachment, saving it to your desktop, uploading it into Gensolve and then deleting it it would save a lot of time! Thanks