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Documents - Bulk Moving

Feature RequestDocuments (File System)

It would be great if we could bulk move documents from one folder to another, for example a sub folder for a particular years renewal or a project etc. This would make it much easier when looking for a certain document at a future date.

Area of the system
Posted by Emma Jones ·
Status: Accepting Feedback2 comments

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Comments2

  • Megan Williams

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    Jul 2

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    Merged request

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    7 votes

    Copy Documents from one Document Folder to Another

    To add the ability to copy documents & Document sub folders from one document Folder to another to save us from uploading several copies if they need to be saved under different areas.

  • Graeme Brown

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    Sep 9, 2025

    yes. the ability to have a client core document folder with client agreements, id verification, data protection etc that could be linked to a case rather than duplication in to every case would be very useful.
    Would also be good to be able to export a folder in bult to zip if needed to compliance or ombudsman