Document search/filter/report request

Hey folks,

I wonder if it would be possible to have a filter or report built into CAS360 so that we can see documents by user and then see the status stages that they handled?

ie - I’d love to see a list of documents I’ve prepared but then see that those documents were lodged by another user in my firm, etc. Would that be possible?

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Agree, this would be a great feature. At the moment I’m the only user but this feature was highly desirable when we had two users.

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Hi Anne & Laneth,

Happy to let you both know that we are currently working on a re-design of the global documents screen and we have this use case and many others in mind.

In the coming weeks I’d like to reach out to both of you and show you what we are working on in order to get your feedback

Warren

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That sounds great, Warren. Always happy to give feedback as you may have noticed :wink:

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I’d love to be able to sort documents by agent too! We have 3 agents and multiple users in our account, and it would be nice to block out the other offices work!

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