The uploads from Automail are what the letter is called when we select it for adjusting (such as To Client, To HMRC, Engagement letter New Clients 2017 on, etc) however when we select them for editing we change the 'link description' so in communication tracking it is called what we want.
I would like the option to use the link description as the file description for openspace upload, or at least be able to adjust the name on the upload to openspace so it means something to clients.
This would be usefull when uploading accounts also as they are usually LTD followed by various numbers. which doesnt always mean anything to the client.
Thanks
Guest
Thanks for your idea, i will need to consult with my colleague who looks after automail to discuss this further. In the meantime have you thought about using the document messaging functionality on upload? So that you can use it to explain to the client what the document is?