Can’t save file names in documents

Can you send a screenshot of what you mean?

Document names are named at your local computer, but you can change the RECORD name of the file in the TITLE:

https://www.dropbox.com/s/i9l8e3cbtywcdul/document%20name.png?dl=0

Thanks for the reply.

In your screenshot above, if you try to change the Name section which says “Bob Smith” a drop down comes up and nothing can be entered.

That is the ASSIGNMENT field – where you assign the DOCUMENT to an EMPLOYEE — you have to create the EMPLOYEE first.

• This reply was modified 6 years, 7 months ago by Business Manager.

We will update that field so that association is more clear! Thank you!

Thanks.