01-26-2023 06:50 AM
I am working to configure and test Document Packaging and have set up a template that uses a Portfolio Type however, when I generate the packet the Date Sort option is grayed out. What am I not understanding or missing here? The users will want to be able to choose the sort order of the documents when generating the packet.
01-26-2023 10:22 AM
Hello Mary,
Thanks for reaching out. Could you please check if the "Allow users to reorder documents" option is unselected under Package Template Options of the template being used? — Selecting this option should resolve date sorting issue.
Best regards,
Can
01-26-2023 10:22 AM
Hello Mary,
Thanks for reaching out. Could you please check if the "Allow users to reorder documents" option is unselected under Package Template Options of the template being used? — Selecting this option should resolve date sorting issue.
Best regards,
Can
01-27-2023 04:34 AM
Thanks, Can. That did the trick.
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