Community Topics

We should be able to copy documents- moving documents is helpful but the ability to copy could save our team loads of time. We have the ability to copy/duplicate projects, tasks, programs, reports etc. not sure why documents are not a part of that

Documents uploaded to a task, request or issue can be modified by multiple users with access. However we are only able to report on the last change.We are interested in tracking the name changes of a document in this particular case although this idea could be expanded to other properties as well. I...

Can anyone explain the technical details of document storage? We are starting to share some PDF links stored in a project that is shared systemwide out to large groups via MS Teams and emails (these PDFs are things like process docs) and have discovered that the s3.amazonaws.com link is more or less...

Currently, there is no way to regulate the creation of document folders. If there is a user who has access to edit a document, they can then add document folders.There should be a way to limit the number of folders that users can create as well as which users are allowed to create those document fol...

Currently in the Request Page Summary Panel for Documents. The Document Preview only support viewing image files. Others non image file will only show the document icon.It would be great if there's a download option included in the document preview for user to easily download the require files in th...

When there is a long running project, documents start to be archived and it can lead to the project being delayed. If the document archiving could wait until the project is complete, that would be ideal.

There are teams that are interested in seeing if there could be functionality to see when an approver has downloaded a document. This is important as it will allow document owners to see if the approvers/team members are taking action on the document.

WF has a significant gap in Document functionality. There is no way to assign a type when a document is being uploaded. You can create a field on a custom form and hope the user navigates to Custom forms, selects the correct form and then updates the correct field, but that is massively clumsy. W...

Right now when we do a multi-file download from WF, the resulting .zip file, and unzipped folder name, has a very cryptic and completely useless (to the user) name like ATSK8657044837605293599.zip.It gets especially arduous when there are several of these zips and folders jamming up my Downloads fol...

It would be helpful to add the folder to the breadcrumbs on a document. At this time, when a user is tagged in a document and they need to know which folder it was put into, it requires navigation to the documents level to search through each folder to find the document.

There is a proof setting to 'Allow downloading of the original file' which for some reason only works when the user is in the proof viewer itself. Anyone on the project the document/proof resides can still hover over it in document details and download the file. This defeats the whole purpose of thi...

We need the ability to control the inherited document permissions at the project/task/request level. Currently there is only the ability to "never inherit document access from projects, tasks, requests, etc." within an Access Level. Since this is an all or none setting, we have to manually adjust ...