OAC - Setting up agents / briefing books - Last used folder

Miguel Cardoso

Organization Name: Nationwide Building Society

Description (Required): It would be a great time-saver if the system could retain the last used folder when setting up an agent / adding dashboard pages to a briefing book.

Use Case and Business Need (Required): We recently had to set up several agents to deliver analysis content and found that this took much longer than expected as I had to manually navigate through our shared folder structure for each one. This also happens when you add dashboard pages to a Briefing Book – you also need to navigate to where you’ve saved the briefing book.

Enhancement Request / Service Request: Enhancement