Add possibility for customers to opt-out from notifications about activities in Files, e.g. new file uploaded, new folder shared, e.t.c.
Some customers are not that interested in notifications and they contact me asking to opt them out, but there is no possibility to do so.
Hi thereI wonder if it is possible to add some bulk action settings to the client files management section. Awesome, if you could set a recurring folder deletion time frame, e.g. 3 months. Thus all client folders (plus the respective files in these folders) would be deleted automatically after e.g. 3 months have passed since the folder has been created. This would help to unclutter huge client folder portfolios and save some broadband. Plus admins would not have to do it manually... which is quite some work if you have hundreds or thousends of clients.Is such a feature on the dev road map? If not, could you please add it. I would super much appreciate it... :-)
Any uploaded attachments my clients upload are saved into the form folder for them. However the answers (in pdf form for example) is not. I have to go to the form itself select submissions, select client and then download the pdf to hav ethe answers available. Then I have to go into that clients folders and upload the pdf to have it stored in their files. I can't even store it in their form folder, because only attachments they upload can be placed there, so it's a mess.
What would be great is if when an existing client fills out a form, the uploaded attachments AND the form answers (in pdf maybe) are also available to view quickly in that forms folder in their folders account automatically. I take client measurements and having to do all those steps is a big pain at this point. Anotehr option would be to offer another block in their profile that could have the fields I need, but that isn't a part of their standard client info... Thanks!
Many clients upload files on their assigned tasks instead of using the Files function because it feels intuitive to them. In doing so though, there is no way for me to download all files at once, so I have to manually review and save each one. It would be wonderful to have 1) file details visible on tasks, 2) the option to preview the file, and 3) a way to download them as a zip.