Provide for folders in Documents

9 votes

For complex clients, it is very difficult to track all of their documents. There should be an ability to create Folders in the Document space so so that all K-1s are in a folder, the same with 1099s and a separate folder for rental properties, etc. See SmartVault as an example of multiple folders in each work space.

Under consideration Suggested by: Bill (29 Feb, '20) • Upvoted: 20 Sep, '22 • Comments: 1

Comments: 1

16 Jun, '20
Sherry
Or there could be a way to track what kind of documents the client has, not by clicking the client and then go over all docs (or using filter).