Select Share Document [Yes/No] when uploading a file
It would help to streamline workflow if we could edit the Share File option in the Upload File(s) window, instead of having to upload the file and then scroll down on the Fund ID and then select the option to share the file.
Ai-Hsien "Allie" Carreon
shared this idea
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Terri Kortokrax
commented
By not having this option, it is just another step in the process that could very easily be missed. I would also prefer to be able to select it as a Shareable file when uploading. Thank you.
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Christine Stammer
commented
Also "Sticky". It is very frustrating to upload a file and then have to "edit" the file options in order to mark it sticky. At least on "Share" there is a Yes/No option you can click without having to edit. But sticky you have to use edit in order to mark it as such. We make the fund agreement "sticky" for every fund. It is something we use every time a fund is opened and we are working on updating the files on all our existing funds to be organized with the fund agreement at the top.
Both options should just be available at the time of file upload.