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.

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Upvoters
Status

Submitted

Board

πŸ’‘ Feature Requests

Date

3 months ago

Author

Ras Davis

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