Update Google Drive Folder Naming Convention for Advisor-Uploaded Documents
complete
Dominique Chapman
The Google Drive sync currently creates a separate folder for any files uploaded by an advisor. Unfortunately, the folder name is almost identical to the folder used for documents uploaded by the client, making it extremely difficult to distinguish between them. (Please see the attached image for reference.)
Our firm requests that Harness update the default naming convention for these folders so that it is easy to tell at a glance whether documents were uploaded by the client or the advisor. This change would improve clarity and reduce the risk of confusion when managing shared files.
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Lauren LaVan
updated the status to
complete
Hi everyone -- this issue was addressed and all files for a single engagement, regardless of who uploaded the file, are all found within a single folder.