Checkbox/Entered File

pbtaxpbtax Posts: 7
edited November 2019 in Files

Having the option to "checkmark" a file after it has been entered. When a client uploads their files, I go in and accept them, make a folder labeled "2018 Tax Docs", then move them into the folder after I enter it as a way of making sure they are all entered. It would be less time consuming to have a checkmark or something to indicate that a file has been entered.


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