Currently, the Client Uploads folder appears to be shared only with the primary client contact by default.

We would like an option to automatically grant View and Upload access to every contact associated with a client whenever a Client Uploads folder is created. Ideally, this would also apply automatically when new contacts are added to an existing client.

We would also like an option to automatically notify all team members assigned to a client whenever that client uploads a document. Currently, team members must be manually selected under Team Notifications for each individual shared folder. We would like the ability to automatically include all team members assigned to a client, so they receive an email notification whenever any contact uploads a document to that client's portal.

Ideally, both features could be enabled through firm-wide settings rather than requiring manual configuration for every client.