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.
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Canny AI
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.