Allow attachments to a specific task | Voters

Allow attachments to a specific task

Adrianne Gordon

We want to attach a specific client document to a specific task for them in a workflow rather than to the whole workflow.

March 1, 2021

Emma Rose Collins

This feature would be so beneficial for complicated tasks that need a little further explanation outside of task descriptions!

Audrey Emerson

Would also like this! Especially when tasking complicated trades - would love to be able to attach a SS or photo

Amy Henderson

Agreed! We really would like that as well as having it flow to WealthBox.

Catherine Watson

Hello! My colleagues and I were talking and we like the file attachment feature, but we would like to attach files specific to a certain workflow for a client, if that makes sense. For example, for a particular client, I am distributing funds from her account to three different entities, and already produced an LOI with these instructions. I'd like to attach this file, just to this workflow for this client, so that I can reference the details when following up. Just a thought. Thanks!

Traci Diedrich

Please rollout this feature ASAP!