You will now have the ability to view any files uploaded to conversations, cases and plans at client level.

Every client will now have three pseudo (automagical) folders at the client root document folder level:

• Cases
• Conversations
• Plans

As an example if you go into the Plan folder a sub folder will appear for each of the clients plans, from here you can then navigate to the appropriate folder to view any files attached to the the clients ISA for example.

Give it a try! If you have any questions or issues please don’t hesitate to raise a ticket in the usual way or via help@plannrcrm.com