Ideas

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

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 at a time, it would be much more efficient. Especially because we are required to upload hundreds and hundreds of documents at a time!

  • Guest
  • Nov 18 2016
  • Already exists
  • Attach files
  • Guest commented
    4 Jan, 2017 07:46pm

    This is already an option in CentralReach. Click here to bulk upload files for yourself, or on behalf of someone else.

    This can be found in Files > Bulk Upload Files