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New! v3.15 Drag and Drop files out of CMS
Dion Innes
#1 Posted : Tuesday, May 9, 2017 7:38:18 AM(UTC)
Rank: HawkSoft Representative

Groups: Employee Mod, General Mod
Joined: 9/28/2012(UTC)
Posts: 208

Was thanked: 6 time(s) in 6 post(s)
Angel Drag and Drop documents out of CMS



We have improved the drag and drop capabilities in CMS. Previously, CMS enabled you to drag documents from your computer into a client file. With 3.15, you can now drag documents out of a CMS client/policy and drop them onto your desktop or other programs, such as email, e-Signature programs, and websites.
See Dragging and Dropping Documents for more information.



NOTE:
  • HawkSoft Online users can drag and drop files onto the online desktop and other programs in the online environment.

  • HawkSoft Anywhere users can drag and drop files into other programs in the online environment.

TIP: See Working with Attachments to copy files from a client/policy and paste to your local desktop.





Check out the What's New v3.15 to learn about other enhancements in the latest version!

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If you have a tip or trick that you'd like to see posted in our Tips & Tricks forum, please email dinnes@hawksoftinc.com.

Please include "Tips & Tricks" in the subject line.


Thank you for choosing HawkSoft!




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