Basic edit facilities required
Contractors need to be able to delete uploaded files. i.e, for Contractors All Risk Insurance I have multiple docs & would like to remove the ones that have been superseded. I have also uploaded some items into the wrong sections so again, we need some basic editorial ability.
Comments1
Kelly Szabo
Sep 23
Thanks for the suggestion. I can certainly understand the benefit of having some basic ability to manage documents, particularly where you have uploaded multiple versions of something such as Contractors All Risk Insurance, or where a document has accidentally been uploaded into the wrong section.
It would be useful to understand a little more about how you would expect this to work in practice. For example, would you expect to be able to permanently delete documents yourself, or would you simply want the ability to remove them from the current view where they have been superseded or uploaded incorrectly?
One thing we would also need to consider is that some documents may need to be retained by the client for compliance and audit purposes, even once they have been superseded. We would therefore need to make sure that any document management functionality doesn't remove information that the client may still need to evidence retrospectively.
If you can give me a little more detail on how you would ideally like this to work, I can make sure we capture the requirement correctly for consideration.
Kind regards,
Kelly
Linked to Allow Portal Users to delete or remove uploaded documents