Folder / subfolder overview
Give an option to see a diagram (overview) of all parent folders/subfolders when creating a template. It would be helpful to be able to see the general overview of the entire file with all folders and subfolders shown on one screen.
When navigating the library in Redtail Imaging, I would like to have a navigation pane with the + and - next to it so I can see the folder I am in and quickly navigate between folders. The file pathway is usually visible at the top of the window, but sometimes disappears-- for example in the "add indexes" field.
Deavel Wealth Advisors commented
This is how it works if you view them from CRM, would be great to have this functionality in Imaging too! Maybe a drop-down arrow next to the folder name, so you can either drill down or open the folder.
Stephanie Casas commented
We need to be able to open a folder (drill down), then close it (drill up) so that we don't have the entire client folders open as we search for documents