Organization & Templates
W
Walter Boholst
Centralized library - Documents are not well-organized if you have dozens documents. There’s no tagging or folder structure to manage categories.
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S
Sales & Marketing
Merged in a post:
Add the Ability to Create Sub-Folders in the Document Section for a Client
M
Michael Godfrey
We have clients engaging us to create legal documents for their property and having the ability to create sub-folders in the Internal section on Documents would be helpful to organize them in folders we can create. We may have clients with 10 documents and we recreate those documents causing there to be a huge clutter of documents we have to upload and sort through. That would be eliminated if we could upload docs and have the ability to create sub-folders to organize them
S
Sales & Marketing
Merged in a post:
Folders within documents with granular permissions
V
Vincent Van Hien
We need to be able to organize templates into folders. and we need to be able to manager permissions on a more granular basis. We have a sales team that send documents and a Services department that send documents, we need to be able to segregate the two.