It would be very useful if it were to be possible for a document or folder to be shared and be visable across both clients.

Most advice is provided to a couple on a joint basis, not individually, it seems strange therefore that files have to be uploaded twice, once to each client, and a seperate folder created in each client record when if they were shared across both this would not be necessary.

Please support!

Thank you,

Rob Gray
Southernhay Financial Planning Ltd