Hi All,
We have been asked by some of our users if it is possible to have all the documents that are listed under an object (client in our case) further organised into the document classes, and not just a long list of all documents under that object.
I know we can create views for the different types of documents, but they would like to see it under the object.
Eg:
Client
L Documents
L Audits
Audit01.doc
Audit02.doc
L Invoices
Invoice001.pdf
L Quotes
Quote0001a.xls
Any assistance would be appreciated.