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Type:
Bug
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Status: Done
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Priority:
High
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Resolution: Done
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Affects Version/s: None
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Fix Version/s: Integration with CBAT
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Labels:None
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Company:All Clients/Multiple Clients
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Epic Link:
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Sprint:DMS - Gap Fall & Win Sprint 2, DMS - Gap Fall & Win Sprint 3
Objective
There are a few items on the DMS that were identified to be addressed for the DMS-CBAT integration. This includes the Template Creation screens used in Document and Offer letter creation.
Requirements:
- Alphabetize the order of Fields from A to Z / 0-9 for System Fields
- Means that after Z, then show any numbers order 0-9
- Change Given.Name to First.Name
- When creating an Offer Letter Template, automatically have "Offer Letter" selected for the Template Type field
- Remove the Document Source field from all Templates (Documents and Offer Letter)
