How to Create Document File Sections
In this article, we'll cover how to setup Sections within your document Files. This will allow you to better organize your document file.
Permission Level: Admin + Configuration
- Sections are available for Listing, Transaction, and Agent document Files
- Abiliy to set which document checklist items should auto trigger within a section
- No limit on number of sections
- User within a file will still have ability to move files to different sections