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
Please authenticate to join the conversation.
Rejected
Feature Request
Documents (File System)
Over 1 year ago

Rob Gray
Get notified by email when there are changes.
Rejected
Feature Request
Documents (File System)
Over 1 year ago

Rob Gray
Get notified by email when there are changes.