The ability to upload documents, with the option to either share or not share with clients. Because there are often things we share with clients and/or things that are created in session it would be helpful to be able to store these in their electronic file, rather than storing in a separate system.
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In Review
Feature Request
High Priority
5 days ago

Jennifer Hudak
Get notified by email when there are changes.
In Review
Feature Request
High Priority
5 days ago

Jennifer Hudak
Get notified by email when there are changes.