Auto-Focus Title on Document Create

November 23, 2025

FeatureGeneral

New document modal automatically focuses the title field

What's new

When you open the create document modal, the title input is now automatically focused. Start typing immediately - no need to click into the field first.

Where to find it

This applies to all document creation modals across Meeting Notes, Portfolio Shift, Snapshots, and Wealth Path.

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Auto-Focus Title on Document Create

What's new

Where to find it

Join Advisors saving up to10+ hours every week.every week.

Join Advisors saving up to
10+ hours every week.every week.