Restrict clients from uploading documents to the client chat
R
Ronnice Terry
When clients upload documents to the client chat, they can be overlooked. It would be nice to be able to restrict them from uploading in the client chat or, if they do, have those documents automatically moved to their Client Upload folder.
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K
Keith Bergman
Alternatively, there can be a folder in client documents, next to client uploads, called client chat uploads. This would allow us to clear out the folder and know that we didnt miss anything.
L
Lisa Peacock
I agree. I LOVE that the client can upload but it's exhausting trying to locate what they've sent now that it's tax extension season. Files are coming in from everywhere and I have to check so many places without the ability to move them to their appropriate spot in a timely manner.