Discussions New post

Discuss with the community about issues, best practices or project management.

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


Comments 5

  • Avatar
    Rashmi Likhite

    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.

  • Avatar
    Andrew D'Amour

    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?  

  • Avatar
    Rashmi Likhite

    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.

  • Avatar
    Rashmi Likhite

    If you login as a client and run the 'My Document - Client report', you will see all the documents shared with that particular client.

  • Avatar
    Andrew D'Amour

    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.

Please sign in to leave a comment.