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Include the file name from when the document is uploaded

The file name when the document is uploaded should be provided in Dext, either the same name kept or included in the notes of the document would be helpful.

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Jason Coleman shared this idea  ·   ·  Report…  ·  Admin →

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  • Caroline Dhaouadi commented  ·   ·  Report

    When we upload a new file, the file name just be used as the default reference number.

  • Nicola Harris commented  ·   ·  Report

    To have the name of the file that you imported into DEXT, this has alot of the info that might not be on the doc to process fully

  • Craig Lohman commented  ·   ·  Report

    We would like to be able to see the file name of the PDF file that is attached or sent in to Dext. We have a client that names all their PDF files with the following information: Project Name, Vendor, Amount, Purpose, Date. This information would be helpful to code transactions in Dext, but we are unable to view it. Please add this feature.