File/Document Management
A
Ashley
Ability to have folders of documents under a contact file. Also the ability to rename files, saves having to download file > change name > re upload file
I say documents I think they should remove the name "document and contracts" to "proposals & contracts" as documents would be something different.
Ie. immigration adviser/lawyer has lots of client documents, visas, birth certs, school certs, medical clearance, etc etc these have to be named correctly for the application process and it would be easy to sort these files with folders.
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S
Shanna Raper
Right now, managing files in the client portal is not possible. We need the ability to:
✅ Rename uploaded files (goodbye to "Document123_final_FINAL.pdf")
✅ Create folders to group related files by category, project, or date
✅ Send custom notifications when specific files or folders are added, renamed, or updated
Why this matters:
*Reduces time spent searching for the right document
*Keeps the portal clean, organized, and easy to navigate
*Improves client experience with a more intuitive, professional system
*Helps internal teams manage cases and projects more efficiently
If you’ve ever struggled to track down a file or explain which document to open, you know how valuable these simple upgrades would be. Let’s advocate for a smarter, cleaner, and more user-friendly portal experience!
A
Ashley
Concerns mentioned:
- Can't rename files
- Custom fields dont hold documents so when managing a client you have to go right hand side and try scroll through and find the document you looking for.
- No folder management for files - No way to download all files have to do one by one
- No way to quickly forward files to staff or other people. (ie. Immigration adviser needs to send 15 documents under this contact file to a school/business/immigration officials)
Use cases:
- Dr uploads xrays, medical forms etc
- Dentist Uploading images of teeth etc
- Plumber adding the plumbing and water drain line site map documents
- The builder needing to manage all the architect and designer building plans, government approval documents, photos of damage, photos of completed work for accounts to process etc.
- swimming pool sales company: needing to upload the Dig sheet, engineer drawings, building plans, pool order forms, council approval documents or photos.
- Immigration advisor: managing more than 30-50 documents per client, needing to package them up and send them to the government for approval, needing to check each document to see for best results.
- Marketing Agency: marketing plan documents, SEO reports, marketing reports, scrum meeting notes documents etc etc.- and so much more
J
Josip
Got clients begging for this one.
Really just want to be able to have at least folders. Shouldn't be too hard to setup, youve done most of it already :)
A
Ashley
Another note, if you have custom fields custom fields and you add a document for X field or someone adds the document or file under that field, it will disappear from your custom field section and just be mixed in to the documents tab. No quick way to grab the "medical cert" you must go hunt for it. custom fields
O
Orinthia Duncan
All of this is a necessity‼️‼️
A
Ashley
Also when sending a client an attachment you should be able to pull documents from there, right now all you can do is open your media library which has just images. IE: your client might want to see the building site plan documents that you have under their file, instead of having to download them on highlevle then re attach them to the email you should be able to pull directly like you can with media library