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Status Future consideration
Workspace Case Management
Categories Files
Created by Julie Hofmann
Created on Aug 23, 2024

Order of Forms in eSignature Dropdown

I am not sure how the documents are currently ordered in the eSignature dropdown but Einan's at Sunset would like to be able to specify the order by category. They have a lot of forms under "Arrangement Forms" and they currently have to scroll to the very bottom of the list to get to these. It would be great if they could have a quick add or standard forms type option for eSignature documents.

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