If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Mark documents as entered

MichaelEcksteinMichaelEckstein Posts: 3
edited March 6 in Files

A column in the client files view where I can mark a document as entered, reviewed, incomplete, waiting on clarification, double-check, etc.

2 votes

New Idea · Last Updated


Sign In or Register to comment.