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Add "Add Document" Option within "Split & Attach PDF" Feature

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Jonatan Leon shared this idea  ·   ·  Report…  ·  Admin →
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  • Jonatan Leon commented  ·   ·  Report

    Allow agents to add their own document while using the "Split & Attach PDF" feature. Currently this feature uses the document placeholders that are in the checklist type. If an agent splits a form and a document placeholder does not exist for a form, they would not be able to fully split the document. We would like the "Add Document" feature to also be included in the Split & Attach PDF" feature.