Client file uploads converted or able to move to Project Files
Amanda Aparicio
It would be great to have the ability to create a project from a client upload or move the client upload from client file to project file and then create a project from that upload.
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Merged in a post:
Client Task Request document flows to Project Files
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Emily Taylor
Our firm currently requests e‑signatures for tax forms through the client task section within a project. Once a client completes the task, someone on our team has to manually download the signed documents and then upload them into the portal’s file folder so they can be stored with the tax returns.
It would be extremely helpful if documents completed within a client task were automatically added to the project’s file section. That way, we could simply use the copy feature to move them where they need to go, instead of downloading each file to our computers.
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Stephanie Sario
Would also like to be able to create a project from a client chat - either a document they uploaded through chat or a request sent through chat.
Amanda Aparicio
updated the status to
open
Amanda Aparicio
updated the status to
under review
V
Vicki Henry
Ditto this: It would be nice if we could create a project from the Client Upload folder. For example, a client upload a tax notice or some other request. One of the option could be Create Project from the 3 dots and the documents moves to that new project. Is this doable?