Extensions to Documents

We’ve extended TeamDesk documents with two new features:

Documents can be now reordered. Prior to this release document buttons were displayed in alphabetical order. TeamDesk maintains alphabetical order for old applications but now you can change the order documents buttons appear on the form using Reorder button on top of the document list.

You can also specify filter criteria for the document – the document button will be hidden if the record does not match the criteria. This will allow the user to display/hide the documents depending on record state or type – for example, to allow generating payment confirmation in the invoicing application only when the invoice is flagged as "Paid".

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