Bulk Copy Project Files to Client Files
in progress
Amanda Aparicio
To make document management easier, it'd be helpful to give the option to bulk select and then copy files in the Project Files tab over to the Client Files tab so that I can pick and grab what I need when I need it.
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Amanda Aparicio
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in progress
Amanda Aparicio
Merged in a post:
Client File Uploads and Storage
Amanda Aparicio
It would be really convenient to not have to download then re-upload documents from client task list to their client files folder.
Amanda Aparicio
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J
John Daugherty
Yes, this would be a great feature!
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Merged in a post:
Organization of client Uploads
B
Becca Dooley-Rhuman
When a client uploads a file, I'd love the option to organize it instead of downloading it and then organizing it.
Right now, when a client uploads a file to a task, in the bottom right, there's a box to download the file and a box to see the file. I'd like a box to organize it into the files that I already have for the client.
For example, when a client uploads a bank statement to a task, currently, I have to download it and then upload it to the correct folder. I'd love an option to just move/copy it to the folder of statements for that bank account.