Files and documents section in Menu and client portal
planned
J
Justin Ormerod
A Docs and Files section in Moxie would mean I could fully move over from Basecamp.
M
Melissa Kelley
Thank you for moving this to "Planned"! If it's searchable too, that would be the icing on top.
Cameron Schneider
Merged in a post:
General documents for clients to view
A
Amy Dudbridge
I send my clients things like handover documents and website healthcheck reports. At the moment I write these up as proposals but they're not really a proposal document, more of a general one. It would be good if we could have a documents tab on the client portal that allows this function and be able to create document templates like we can with proposals.
Cameron Schneider
Merged in a post:
All uploaded files visible on a separate tab
A
Amy Dudbridge
On the client page it would be really useful to have a tab called Files where all files uploaded for that client, whether from projects, or from forms or requests they've sent in, can all be visible. This is something I had when I used to use Asana and it was pretty handy. At the moment I have to remember which deliverable / project / client note I attached something to!
Cameron Schneider
Merged in a post:
Secure client file sharing in the portal
M
Michelle Beal
The ability to upload files for the client, or the client to upload files, that then can be sorted in a folder system and accessed by us from their profile, and by the client from their portal. Would be cool to also be able to toggle whether files/folders are visible to the client or not so we can store internal things also.
Cameron Schneider
Cameron Schneider
planned
Christine Coyle
Yes please!!!
Scott Bowen
Please!!! Would be very helpful to allow a folder structure as well so files can be organized with folders.
Scott Bowen
Folders would be a VERY welcome addition!!
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