Auto-update document categories
When I select and send a specif email template, I would like the Document Category to auto-update based on the email template that I've sent.
If i choose any of my appointment email templates ('Appointment in person', 'Appointment over the phone' etc), I want the document category to have automatically updated to Appointments.
There would be a relationship between the email template and the Document Category
Staff often forget to update the Document Category, therefore, having it populate automatically, would improve data quality.
This would also be ideal when sending mass emails too.