Ability (While in Archive Queue) to View All Archived Project-Related Documents

Our strategic customer Dentons would like the ability to view ALL documents stored within an archived project (as is, regardless of whether an export package was previously exported). They would like to be able to view the project and all it's supporting documentation (attached) from within the Project Archive queue.

They do not want to be forced to export all project documents from the Archive queue via the"Download Package" functionality, having to view them (project and attached documents) outside of the platform.

They do not want to be forced to unarchive every project they want to view within the system.

Dentons wants to be able to view all project-related documents (including the uploaded project) within Responsive AND within the Archive queue.

Find more posts tagged with

Future consideration

project

Status: Future consideration

Comments

Khalees V

@Susan Few questions and clarifications

They would like to see all the documents in the "project document" tab. Correct?
Why would they like to view all the documents in the project document tab?
Project document tab will have files attached to questions, supporting docs received from prospect and the source files. Do they want to view all these docs?
What actions they will be performing? Only view? Download?

CC: @Abagail Golebiewski

Jody Dandridge

@Khalees V + @Susan : I had a client bring this up as well - requesting view/possibly download access for docs associated to specific Project.

This ask actually came up as the client explained how it'd be nice to have more access (view only) for an Archived Project | The client settled on access to the Documents (for an Archived Project) being the most essential

Khalees V

@Jody @Susan

Few questions and clarifications

They would like to see all the documents in the "project document" tab. Correct?
Why would they like to view all the documents in the project document tab?
Project document tab will have files attached to questions, supporting docs received from prospect and the source files. Do they want to view all these docs?
What actions they will be performing? Only view? Download?

Susan Berger

@Khaleeswar I'm so sorry I didn't respond previously. I never noticed getting an email notification.

They would like to see all the documents in the "project document" tab. Correct? YES
Why would they like to view all the documents in the project document tab? They want to be able to download the completed proposal and all attached documents for evidence (when requested by legal, sales, etc). This provides these teams historical evidence of what was submitted to clients when requested.
Project document tab will have files attached to questions, supporting docs received from prospect and the source files. Do they want to view all these docs? Yes. All the documents that you can view when unarchiving the project they want access to. They just don't want to have to go through the trouble of unarchiving projects to download this historical evidence and then re-archive the project. Currently people unarchive these projects to download the documents and then forget to re-archive the project, causing confussion.
What actions they will be performing? Only view? Download? They want to be able to download. That is the immediate and most important ask. However, they would also appreciate being able to view the documents so they can determine which documents (if not all) should be downloaded.

Khalees V

@Susan Thank you for the reply.

On the second point - Downloading the export package is currently possible from archived projects. Screenshot for reference. If they have already created export package before archiving, it can be downloaded without archiving the project. Would that suffice for them?

They want to be able to download the completed proposal and all attached documents