Can you show which documents are available for client viewing in the document report?

Andrew D'Amour

October 22, 2012 19:32

I cannot seem to show which documents are outward facing and which inward from the document report, any help? If the only place to see this, or modify it, is during the initial upload, i worry that creates a security risk.

Comments 5

Rashmi Likhite

October 23, 2012 05:51
The documents which you mark as 'Share with client' (select this option) will be visible to the client. You can edit the document, to select/un-select this option.

If you still have any doubts, please let me know.
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Andrew D'Amour

October 23, 2012 11:16
Thanks for the info on being able to change the status of the document. Is there a way to see which docs are client facing if I am logged in? I understand the client will only see those, but if I wanted to look at a list of docs from my login, and instantly see which of the set were available to the client is that possible?
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Rashmi Likhite

October 23, 2012 11:58
Currently, this is not possible as there is no filter now which will show you the 'Client shared' documents. I have passed this on to my engineering team. We are busy with our upcoming release and hence, I cannot give you an ETA on this. But, please be assured that once something related is planned, I will get back to you.

Let me know if you have any doubts.
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Rashmi Likhite

October 23, 2012 11:59
If you login as a client and run the 'My Document - Client report', you will see all the documents shared with that particular client.
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Andrew D'Amour

October 23, 2012 14:33
OK. Thats pretty clunky, but does provide the data.

I really think this would be an exceptionally valuable filter to have. I know that the users will balk at not having it at instant reach.

Looking forward to hearing if any changes are made in this direction.
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