Currently, we cannot save a file to multiple clients. But this feature is in our backlog as an enhancement.
Articles in this section
- Why can't I see the File button in my In Tray?
- How to maintain emails in a thread?
- Why do the previous client details populate when I open another document?
- How do I update edited documents in Dashboard - My Edits?
- Why is the Preview pane not showing the Document contents?
- Why is my Preview showing a different date and time?
- What happens if Office 365 is offline?
- Practice-wide Shared Email Account
- Where does FYI picks up the Salutation/Addressee from when creating letters?
- Can administrators check back in files checked out to other users?