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Editing the downloadable files list in the portal



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  • Ayelette

    Hi Dr. Fuss,

    I see that my colleague Skyler was able to provide information on this question for you.

    As she described, there is not currently a way to organize your Client Portal files, however as she mentioned, we love feedback and ideas for ways to advance the platform, and if you have a moment I encourage you to vote or add your comment to the Folders for Uploaded Documents idea which has been added to our Ideas and Suggestions board. When you vote or comment on this post, you'll automatically receive our status updates on this feature.

    For some background, posting and commenting on our Ideas & Suggestions Board means that members of our Product Team, as well as all members of our Community, have transparent access to review your suggestion. This board is one of our most important resources for understanding which features will have the most value for our community.

    If you're curious, here's more information about how a customer idea can become a SimplePractice feature: Customer feedback: How a customer idea can become a feature in SimplePractice.

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