Client file uploads converted or able to move to Project Files
under review
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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Amanda Aparicio
under review
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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?