Extend the ability to move files
complete
Dominique Chapman
Can you allow us to move files between engagements? Clients that have multiple active engagements (ex. tax planning and tax prep or multiple tax years) frequently upload files to the wrong engagements.
Giving advisors the ability to move files between engagements will help ensure that all documents are properly organized and not missed.
Additionally, advisors want the ability to move a file from an engagement to the perm record.
Lauren LaVan
updated the status to
complete
You can now freely move client uploaded files between engagements and between engagements and the client’s permanent records. Check out the screen recording below.
Please note: If you have the automated file sync to Google drive set up, files that are moved will automatically be added to the new Google folder once the sync re-runs (every hour) but will need to manually be removed from the previous folder.
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Lauren LaVan
updated the status to
in progress
Lauren LaVan
updated the status to
planned