Organize client chat attachments into client uploads folder
Log In
Autopilot
Merged in a post:
Transfer Files from Client Chat to Files section
L
Liz Ripoli
Clients uploading documents via the Client Chat isn't the ideal way to document share, but it happens. But the files don't automatically transfer to the Files section. It would be great if there were a way to easily transfer the documents to the Files section without having to download and upload everyone one by one.
Autopilot
Merged in a post:
Documents Uploaded
L
Lisa Peacock
When a client sends documents in the client chat window, they don't appear in the client upload folder under files requiring us to download and the re-upload to the correct area for storage. Could you make a button that says to do this?