Welcome to the CentralReach Ideas Portal. The future of CentralReach starts here.

Automatically share files uploaded on behalf of clients, with those client accounts

Being able to share files (e.g. notes/forms) that are uploaded on behalf of clients, with clients automatically would be a great addition!

  • Guest
  • Jun 27 2018
  • Attach files
  • Colin D commented
    July 02, 2018 21:25

    Yes please - clients want to see notes, but providers don't always want to ask for their signatures (signatures currently required to automatically share notes)

  • Guest commented
    July 02, 2018 21:55

    Yes, clients need this.