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Document Store

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How can we improve the Document Store?

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2 results found

  1. Being able to upload .MSG to the document store

    As if an advisor leaves the company, you will loose al record of email communications and it would be great if we could pull these into Smarr365 so we can safeguard ourselves going forward.

    34 votes

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    planned  ·  4 comments  ·  Admin →
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  2. Document Store- newest to oldest filter

    Documents to have a notification or be ordered from newest to oldest to identify which new documents clients have uploaded

    29 votes

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