It would be great if plannr integrated with various cloud storage options.
Rather than uploading a document to a client or case from our own cloud storage, instead plannr would create a new default (customisable) folder, sub-folder, and standard file set in our own cloud storage system every time a new prospect is created.
Thus, any file created, saved or otherwise held in the client folder in our cloud storage would be available to plannr without having to specifically upload it.
We could then mark a file within our cloud store for inclusion with a case by checking the file/folder and choosing to \add to case'. This would upload it to the case as a permanent record of the case file.
Similarly, we could mark files to share with the client.
This would save me creating files in the cloud, working on those files, and then specifically uploading them to share or store.