Client uploads and Project Files
J
Jen Bara
Ability to link client uploads to a specific project. Also would like to be able to create folders in project files. When a client uploads multiple bank & credit statements into a project file, it would be nice to be able to put them in individual folders within the project.
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A
Alicia Crew
Yes. And yes, to this. I’ve had trouble myself wishing all these folders were linked. And instead when I make a client request (whether in the client portal or through a project) that I can just designate which folder I want their upload to go to, within my ONE set of folders that I can access from the client and the client projects