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Uploading documents to both client records

Feature RequestDocuments (File System)Circles

If I upload documents in a circle, they should get applied to both client records. This avoids saving documents to client 1 & client 2 records separately.

Area of the system
Posted by Beth Igglesden ·
Status: Accepting Feedback2 comments

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Comments2

  • Reiss Moore

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    Jun 11

    Lots of colleagues asking for this one!

  • Curtis Berry

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    Aug 29, 2025

    I would like this, but it should come with an option to “upload to other members of circle?”