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- Be able to transfer a document from the documents folder to the shared client folder
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Be able to transfer a document from the documents folder to the shared client folder
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Be able to transfer a document from the documents folder to the shared client folder
Be able to transfer a document from the documents folder to the shared client folder
Submitted by MarshallATL on 01-30-2023 08:24 AMPY worksheets are availabe for the preparer to review. They can not be copied or moved to the shared documents folder (have to download and then upload). It would be convenient to be able to transfer or copy on the same screen for easy client access.
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Thanks for the idea to transfer or copy documents to shared client folder. We are changing the status to "Open for voting" since it has been around for over 30 days and no longer considered "New".
Continue to vote and comment on enhancements by going to the Idea Exchange Home page and select "Status": Open for voting, "Sort by": Most Popular. >> ProConnect Idea Exchange
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