Allow uploading of scanned paper and pen intake forms/invoices to tickets
There are times in my business when I collect an ink signature on actual paper for my intake forms and invoices. It would be great to be able to scan and upload these files to tickets so we have a digital backup within RS linked to the proper ticket. I know it's just as easy to upload scanned documents to something like Google Drive for safe keeping, but it makes sense and would save time later to link them to their tickets in RS. Just as you can click the "Intake Form" button within the ticket view to see the signature of a customer who digitally signed . . . It would be nice to see the uploaded scanned paper versions of customers who signed with ink.
Ricky Saull
shared this idea
I think you should be able to use the Attachments feature on Tickets for this. Is that what you’re looking for?
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All Seasons Power Equipment
commented
What about using AutoPrintr software to scan docs directly into a ticket, invoice, deal, etc.