Document Storage

Shunts
Shunts Member Posts: 1

We would like to use Projects to manage our annual client claims (clients typically sign up with is for three or five years and claims are handled annually for each client contract with various documents required in support of each claim period. We currently use Teamwork which allows us to store the various documents within a structured filing system against each project, this ensures ease of utilising the stored documents or finding them in the event that they are required for future review. Pipedrive projects only allows us to store files within each project in a time related view which isn't ideal, we would need a standardised file structure so that relevant documents can be stored on a consistent basis across projects.

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Comments

  • Manuel Oliveira
    Manuel Oliveira Admin Posts: 966
    First Anniversary 5 Insightfuls 5 Likes First Comment
    COMMUNITY MANAGER

    Hi @Shunts, thank you for the feedback! I have moved your post to the Feedback section for consideration by our product team.