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Status Planned
Categories Document Automation
Created by Guest
Created on Aug 15, 2016

Allow tags in option document names.

Right now the titles of option documents cannot include any tags, so you are unable to have dynamic document names. I have multiple business cases where there are required and optional documents that having the account name or other field included in the title would be helpful for storage purposes.
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  • Guest
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    Sep 8, 2022
    This would be very beneficial