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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Samantha Ellis
Absolutely agree with this! I do not like the fact that clients can delete from the firm's portal, whether they uploaded it or not. Once it is uploaded to my firm's portal, it should be under my control. At a minimum, if FC won't allow us to turn off the clients' ability to delete, then there needs to be an audit trail. Aside from the liability Amanda described, we spend so much of our time chasing documents. That is the main benefit of the projects and client tasks. For the clients to be able to then delete files and us to have to chase them down again or figure out what they deleted is only adding to our workflow instead of helping make it efficient. Please FC consider this a priority to address this.
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Trey Birt
I just wasted 20 minutes trying to find a file that a client uploaded and then deleted.
Autopilot
Merged in a post:
Add the ability to track deletions from client uploads.
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Mandi Carter
We have had clients upload documents, then within 10 minutes delete the document & upload a different version of the same file. It would be helpful to know if a client is deleting information so that we don't chase our tails on information that we think is missing, but was actually removed.
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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.