It would be lovely if there were a separate top level documents section, functioning much like Windows Explorer / Mac Finder, where clients and there subfolders can be explored without having to navigate through individual clients in plannr. We could then drag and drop documents/files into folders directly from our desktop using an Explorer like function. The document would inherot the folder permissions. The folder name would be appended with the extant folder permissions so we know if visible to client, read/write permissions.
It's currently quite a few clicks to get to a document folder within a specific plan to add something, or to even see if something has been added or not (and thus needs adding).
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Accepting Feedback
Feature Request
Documents (File System)
Over 1 year ago

Nick Smith
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Accepting Feedback
Feature Request
Documents (File System)
Over 1 year ago

Nick Smith
Get notified by email when there are changes.