Ideas

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2 Vote

Filter Files by Note Template Type

It would be helpful for auditing purposes if we could filter the Files module by which Note Template was used to create the file. This could work just like the filter on the Contacts module, where you can filter the list of contacts by which Cont...

Created 18 Dec 03:07pm

Practice Management / Files

1 Already exists
2 Vote

Is there a way after editing a report we can upload the newest version instead of having to add a new file and the new tags?

It's useful so we can have a string of edited versions as well as saves time for having to upload and tag

Created 15 May 01:17am

Practice Management / Files

1 Already exists
1 Vote

File access for employee to employee

Can we please have a feature in the custom contact forms that allows us to grant permission for specific employees to have access to all files uploaded by an employee. This would be a great feature for our admin team that manages billing to be co...

Created 15 Feb 11:38pm

Practice Management / Files

0 Already exists
2 Vote

Upload Mulitple Files at once for a Client

It would be extremely helpful if we could upload multiple documents at a time for our Client Files. Having to go through each one and search for the client each time takes up much more time. If we had the ability to upload and label multiple files...

Created 18 Nov 10:34pm

Practice Management / Files

1 Already exists
11 Vote

Ability to alphabetize and place files onto specific folders

No description provided

Created 14 Nov 03:34pm

Practice Management / Files

1 Already exists