Feature Request: Drag-and-Drop Organization of Documents and Links by Client.
We need the ability to organize and modify documents and links under each client using a drag-and-drop interface. This applies to both existing and newly created items.
Desired Functionality:
• Each client should have a collapsible/expandable folder or section.
• Under each client, we should be able to:
• Add documents
• Add links
• Nest links under documents (e.g., relevant resources beneath a proposal or task doc)
• Be able to drag and drop links or documents:
• Move a link under a document
• Reorder documents and links within a client
• Move items between documents or across clients, if permissions allow
Adriana Reis
Jul 17, 20250