Ability to delete documents completed by other advisors/staff
complete
Tariq Soliman
Context: Currently, there is no capability to delete documents uploaded by other team members. This limitation poses challenges when managing document versions, especially when finalizing client deliverables.
Impact:
Document Version Control: Difficulties in managing drafts and final versions lead to clutter and confusion.
Workflow Efficiency: Enables swift resolution of document discrepancies to maintain accurate client records.
Desired Outcome: Introduce the ability for authorized users to delete documents uploaded by other team members, enhancing document management capabilities and ensuring accurate client deliverables.
Additional Notes:
Similar functionalities in competitive platforms are valued for improving document control and workflow efficiency.
User feedback underscores the importance of this feature for maintaining organized client files and improving team productivity.
Internal Note:
Feedback from recent user surveys and support tickets highlights recurring challenges related to document management and version control.
Lauren LaVan
updated the status to
complete
Hi everyone -- anyone who has 'team manager' permission in the portal now has the ability to delete files that other advisors/staff have uploaded.
Lauren LaVan
updated the status to
in progress
Caroline Lukins
updated the status to
under review