Files 2.0 - Option to have files visible to the client as default | Feature Requests

Files 2.0 - Option to have files visible to the client as default

Kate Leiter

I am LOVING Custom Files to share documents with the client (copies of reports or files not created in Keeper). However, when we upload these to the client's Keeper account, they are "Hidden". Can there be a setting (practice wide or even per client) to set the DEFAULT status Hidden/Visible?

March 20, 2024

Lauren Still

I agree we need to have visibility by folder, not by file. Also, once we set up custom folders for the client, allow them to upload files directly into a custom folder (or a toggle whether we want them to be able to). Our clients frequently ask for this when we are onboarding them and the current system makes it very difficult for the client to HELP us with the organization.

Shantel Anderson

This really needs to be the default that files uploaded are visible as the default. Why would I put it there if I didn't want my client to see it

Jennifer Dial

I would love a shareable folder, or make certain folders default to visible!

Heidi Hartley

YES. I definitely could use this also.

Heidi Hartley

I still need this... Because I just uploaded a file and sent my client a message that it was there... But he couldn't see it. Because I forgot that it was hidden. OOF.

Natalie Paris

Yes! Or even to where I can make an entire folder visible to the client in the portal. It's very cumbersome to have to click each file to make them visible when I want everything in that folder to be visible.

Cat Taylor

Argh, I just uploaded hundreds of statement for clients and now have to go through them one by one and make them visible?

sigh