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Configure defauly assignment and document type for system generated documents

Where a tax return or set of accounts is published to DM, have the ability to set the assignment it should be tagged to as well.

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Georgina Felles shared this idea  ·   ·  Report…  ·  Admin →
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Under review  ·  Evan Jones responded  · 

Thanks for taking the time to add this to UserVoice.

I will leave your suggestion on here in order to gauge the amount of support for it.

Evan Jones

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  • Rochelle commented  ·   ·  Report

    I agree, our DM is getting very messy as things aren't getting saved to assignments because you cannot select the assignment/job when publishing from CT, PT or AP!

  • Matt Haines commented  ·   ·  Report

    Is it possible for the client assignment and job to be completed in DM when saving from PT?