Differentiate Clients vs Subs / Employees When Sharing Documents

When sharing documents in Handoff, anyone who is not already in the system has to be added as a client, even if they are actually a subcontractor or field employee.

This makes it hard to keep contacts organized and creates confusion between customers and internal or field users. There should be a way to differentiate clients vs subs/employees when sharing documents, without forcing non-clients to be added as customers.

This would improve contact management and make document sharing more accurate for real-world workflows.

Please authenticate to join the conversation.

Upvoters
Status

Submitted

Board

πŸ’‘ Feature Requests

Date

27 days ago

Author

Ras Davis

Subscribe to post

Get notified by email when there are changes.