Sort Documents & Contracts templates by title (and set a default sort)
R
Richard Stone
The Templates list under Payments > Documents & Contracts can only be shown by date modified, newest first. Clicking the Title column header does nothing. We number our templates by stage (e.g. PMB-EN-001, PMB-EN-002, PMB-EN-003), and every time one is edited it jumps to the top, so the order constantly changes. Please add (1) a sortable Title column, A-Z and Z-A, (2) the option to save a default sort at sub-account or agency level, so it carries through snapshots to SaaS clients, and ideally (3) folders for templates. This matters most for agencies selling snapshots with a large document library.
Log In