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TheraNest Ideas Portal
Status Future consideration
Categories Messaging
Created by Rachael Hendry
Created on Nov 12, 2024

Add documents from a message to a case

When a clients send me documents via a message through their TN portal, allow me to upload those documents directly to their case without first having to upload them to my computer and then to their case. I prefer not to have client-sensitive information on my computer.

App Type TheraNest Client Portal
  • Attach files