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M
MarshallATL
Level 1
January 30, 2023
Discussion ongoing

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

Related products:ProConnect
  • January 30, 2023
  • 1 reply
  • 2 views

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.

This topic has been closed for replies.

1 reply

A
Anonymous
October 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".

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


If you have any questions on the life cycle of an idea, check out our Idea Exchange Getting Started Guide for more information.

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