File Management Tools in Chat
Amanda Aparicio
Clients will sometimes upload files to their client chat (instead of in a folder or in a task). Give users more control and/or management tools and/or display all those files somewhere so that it's easier to manage client uploads to client chats.
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Amanda Aparicio
Merged in a post:
Documents
M
Main Street CFO
Is there a way to have files that are uploaded in chat automatically added to "Files"?
Autopilot
Merged in a post:
"Roll Up" Files uploaded to Client Chats to Client Files
Amanda Aparicio
Sometimes, clients will upload files to a chat, and there's currently not an easy way to route those files to
Client Files
. Similar to the "copy" function where you can copy project files to Client Files
, allow for something similar on files in client chats.Photo Viewer
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