4 results found
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Add the possibility to preview PDF or Excel files uploaded by clients (to avoid having to dowload all files)
Currently in single/multiple file upload fields: it is only possible to dowload the files that have been uploaded. The idea would be to have the possibility to only view/preview the file without downloading it.
51 votes -
Add an upload option to the Notes section
The notes section is helpful but it would be more helpful if there was a way to upload documents relevant to the note (ie emails, pdf files, etc.)
32 votes -
Red Lining/Track Changes
Need the system to track field level changes for red lines, similar to Word.
11 votes -
Data Retention Policy Updates
We need the ability to upload new files after previous files have been removed through the data retention policy. To support this, it may be necessary to introduce an additional retention option—for example, an option that removes the file/data but unlocks the field for new uploads, as opposed to the current setting that simply removes the file/data.
A typical use case is annual reporting, where applicants are required to submit fresh documentation each year in the same report. In these scenarios, the field must be cleared according to retention rules, but still remain open for new uploads moving forward.
1 vote
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