Document upload UX improvement
1 - Prepopulate document title field with document attachment name and make it editable if a user wants to change it.
2 - Make 'Contract' type the default option upon document upload. Currently, it defaults to Supporting Documentation which most customers have to change. This small change would eliminate the need for additional click.
2
votes
Jurgita Andrijauskaite
shared this idea
Thanks for your suggestion. We have now built this feature and made it available in version R117.
More details of the new feature can be found here:
https://success.medius.com/release-notes_s2c/R117/#new-uploaded-document-title-defaults-to-file-name
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AdminHuzy Bahadur
(Admin, Medius Group )
commented
Thanks for your suggestion. We have chosen to move forward with this idea as part of our roadmap.
Please keep an eye on our Success Portal for further updates.