Document sorting enhancements

The “move” document feature available in the Document Library is very useful in sorting out the client folders. However, it can’t be used to move documents to plan or case folders.

The ability to do this would save us a huge amount of time. For example, if a client sends us an application form via the portal which needs to be moved from the client uploads folder to a pension transfer case folder, we currently need to save a copy to our documents, delete it and then reupload it in the case folder. Being able to move it seamlessly would be an enormous improvement.

Additionally, the ability to add a document to multiple folders when adding it to the system would also be very helpful.