Client Uploads and file organization
A
Amanda Desrosiers
When duplicating a file folder organization in client uploads I notice that it includes inactive clients. Can we have our own groups button be an option and inactive clients not be included. I assumed that clients that are inactive could not get a folder duplicated as they are no longer active.
The other issues with files that I have been doing is not allowing project uploads as they are not easily downloaded from the files section. Any project files should be available in client uploads by date not by project as we can do this by going into the project.
If a client uploads a file into projects and they have assigned year then it should create that folder inside and be available to download. I have monthly clients and I have to click multiple areas to get each months items if we are catching up.
For now I am turning off upload in project and only making requests a check box and asking clients to upload in client uploads so they know what they have uploaded.
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A
Amanda Desrosiers
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