Client deleted history
Amanda Aparicio
There is currently no audit trail or way to access deleted client docs and comments and messages. I see this as a huge liability, if a client deletes something they previously provided, and tries to pin blame on us for any reason, we have lost all evidence to be able to point the client to. I would make this an urgent priority and makes me think I need to be downloading and screenshotting everything before I use it.
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Lisa Tong
Absolutely, Clients should NOT be able to edit or delete comments, as their responses are crucial for their file preparation. Allowing changes after could create liability. Clients can just continue to add on to their original comment if needed.