Be able to transfer a document from the documents folder to the shared client folder

MarshallATL · ‎01-30-2023

PY 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.

Anonymous · ‎10-23-2023

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".

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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

Be able to transfer a document from the documents folder to the shared client folder

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