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  1. Documents - Reduce clicks to access folders

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    77 comments  ·  Contacts & documents » Documents  ·  Admin →
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    Gaining Support  ·  AdminKelly Munro (Community Manager, Xero) responded

    Sorry to hear you're not liking the refresh of the Files inbox, Felicity. The intention is to make managing and working with your files simpler and more efficient.

    Just to confirm, when you say this has added extra clicks for you - would that be the need to go to the Archived tab to access a fioder you've moved a file to?

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    Melinda Cannon commented  · 

    Please revert this change or enable drag-and-drop into the archive folders. We store bank statements and other end-of-year documents in these folders, organised by financial year. The current process now requires five clicks to upload and save a document instead of one. This change has reduced efficiency rather than improved it.

    Melinda Cannon supported this idea  ·