View and edit permisions of documents uploaded to the Portal
When you upload a document to the Portal, you choose which client contacts have permission to access it. However you cannot easily see which contacts have permission to view a file, and once a document is uploaded you cannot then give access to another contact at the same client.
We need to be able to view the file permissions, and also have the ability to edit them if required.
Jon Stanton
shared this idea
Thank you for the idea.
We will not be taking this idea forward as there is insufficient interest from other customers.
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Emma Woods
commented
Our thoughts were similar, so I have voted for this. We send payroll files for approval, but sometimes they get rejected and require amendment. The client's Head Office accounts staff need access to the documents at month end, but we don't want them to get all the inbetween documents, or notifications of these. If we could add them onto the final approved document, this would be perfect.