Ablity to share a document / folder across joint clients

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

Area of the system
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Upvoters
Status

Rejected

Board
πŸ’‘

Feature Request

Tags

Documents (File System)

Date

Over 1 year ago

Author

Rob Gray

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