Ability to Link Global Files & Folders to Specific Clients

We need the ability to link files and folders created under the Global/Common Files section to specific clients or companies without re-uploading or recreating them.

Currently, if files or folders are mistakenly uploaded under the main/common Files tab instead of under a specific client, they remain isolated there. When navigating to the intended client/company profile, the Files section appears empty.

There is no option to:

• Reassign the files

• Link them to a client

• Move them to the appropriate company folder

This results in duplicated work and inefficiency.

Use Case Scenario
I uploaded multiple files and folders under the main Files tab on the left navigation panel. Later, when I accessed the client/company profile for whom these files were intended, their Files section was empty.

I then realized the files were created under the Common/Agency-level tab. Instead of recreating and re-uploading everything under the correct client, there should be an option to simply link or associate the existing files and folders to the relevant client/company.

Proposed Solution
Add one or more of the following capabilities:

1. “Link to Client/Company” option on files and folders

2. Bulk selection and assignment to a specific client

3. Move/Relocate functionality between Global and Client-level directories

4. Multi-client linking, where a file can be associated with more than one client if needed

Benefits

• Prevents duplication of work

• Saves time and storage

• Reduces human error impact

• Improves document organization and flexibility

• Supports real agency workflows where files may initially be created centrally