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Wish List Forum > "Locking" files

Since deleting files attached in the Collaborate Page cannot be undone, how about putting a "lock file" feature to keep people from modifying/deleting final versions?

Any chance that deleted files will get put into the "TRASH" tab in the future?

November 17, 2009 | Registered CommenterSteve Abdalla

Hi Steve, we'll take this into consideration when we next look at document management. I think we're also planning on adding some more support for versioning files, so that should help as well.

November 17, 2009 | Registered CommenterAdam

I can't believe that this feature is not available.

LiquidPlanner is a really great system and hits the sweet spot between power and ease of use. I have a client who could use 15-30 LiquidPlanner seats immediately, but the file storage weakness is a serious deal breaker.

How can you offer such a complete system and advertise group file storage yet allow any user to delete mission critical files without any facility for getting them back? Deletions could occur either through error or malice.

This enhancement really needs to be at the top of your list!

July 15, 2010 | Registered CommenterMichael Q

Well, the how is actually pretty easy, we have a finite amount of time, and an infinite number of possible features ;)

So what would you want to see? What's important to you with regards to file management? Some of the key improvements I see in the future would be (in no particular order):

* Document versioning
* Permissions with regards to updating, modifying, or deleting documents
* Something along the lines of what Steve mentioned, ie: a simple way to restore deleted documents

With regards to locking and permissions, would you envision it as being a per task setting, or a setting per user? Per task might be good if there are a handful of mission critical tasks containing essential documents. Per user would be important if you wanted to ensure that only certain people could modify documents in your workspace.

Until then, if it turns out that an important document has been deleted, and you need help getting it back, send me an email (adam at liquidplanner), and we'll get it sorted out for you.

July 15, 2010 | Registered CommenterAdam

Hi Adam, I understand the problem of not enough time only too well :) My suggestions would be as follows, most important first:

1. Be able to set permissions to prevent deletion of documents. Certainly prevent restricted users from deleting documents they didn't create/upload.

2. Mark deleted docs as permanently archived so they can be undeleted, but allow workspace owners/managers the option to permanently delete them to reduce storage costs. (Charge extra for excess file storage if necessary).

3. Document versioning. If you do this, there is no need to delete documents.

4. A "Document Management" view to show a filterable list just of documents, with a simple means to download (archive) the filtered files.

5. Provide some sort of workspce selectable schedule for an optional message nagging one or more authorized workspace users to download a backup/archive of the latest changes. eg: a utility that allows the authorized user to download a zip of things that have changed in the last n days.

6. Permissions to prevent certain users from downloading/viewing certain docs.

I haven't tested the portal functionality yet, but portal users certainly shouldn't be able to delete critical files.

I guess it would be much simpler to manage the delete/view permissions by user rather than by task. That way, managers could manage, but would feel a lot more secure knowing that restricted users couldn't delete. Of course if you permanently archive deletions (maintaining a link to the task), this is all less critical.

Thanks for the offer to retrieve deleted files. Two questions:

1. How far back in time could you retrieve?
2. How would we describe the file? By task, by name, by description?

Finally, you have clearly lavished great thought on the other features, but from my perspective there is a substantial imbalance indicated by the lack of focus on file management, which is a critical feature and a big selling point when these issues have been fixed.

July 15, 2010 | Registered CommenterMichael Q

Thanks for the details. We have this thread captured in our plan now.

You can actually already download a zip file containing all the documents in a container. On the collaborate tab select the container and then click export text and files.

As for how to describe the files, it would probably easiest to just let me know which task it was attached to and the file name. We can almost certainly fetch anything deleted less than a week ago, and should probably be able to fetch anything deleted less than a month ago. Let me know if you have any troubles at all, and I'll try to sort them out for you.

July 15, 2010 | Registered CommenterAdam

Just so that you know the context in which these document management features are required, my client is an architectural practice. They need to store drawings, CAD files and contractual documents in almost every task. It would be potentially catastrophic if any of these documents were to be lost. Because of this, I need to look at other options for document storage.

July 15, 2010 | Registered CommenterMichael Q

Michael,

Given your scenario, you might want to use something like Dropbox for the files exchanged particularly because CAD files can be very big. You can add links to those shared locations in LP's projects and tasks and get informal integration.

Charles.

July 15, 2010 | Registered CommenterCharles Seybold

Thanks Charles. I have been looking at various file storage/sharing services and Box.net seems to have a very strong offering, particularly for business users. Perhaps it would make sense for Liquidplanner to integrate more closely with this? (I believe that there is some type of open industry standard called OpenBox or something, to which Box.net conforms).

Michael

July 18, 2010 | Registered CommenterMichael Q

It's very very useful to be able the paste links in a task to files stored outside of LP. Does anyone know if its possible to post links to files which are stored on our internal corporate network rather than on an external web service? Presumably some extra software would be required on our server/s?

(Assume all our users would be on-site in our office).

July 19, 2010 | Registered CommenterMichael Q

Box.net and integration standards are on our radar; thanks for the note.

You can add links to comments and detailed notes on your LP items. We actually do it all the time here at LP. We've use the API to integrate with our source code control system so that when check-ins are made, a link to a version differences view (on a local server) is added right to the comment.

July 19, 2010 | Registered CommenterCharles Seybold

Thanks. The linking feature may well overcome our file storage problems.

You might also want to checkout potential integration with www.Knowledgetree.com. This is available in several versions from SaaS to free open source self-hosted.

July 20, 2010 | Registered CommenterMichael Q

Can someone please give me the syntax for linking to a file that is accessible on an internal windows network.

Thanks,

July 25, 2010 | Registered CommenterMichael Q

michael Q, thanks for pointing out www.KnowledgeTree.com Very nice. Integration with that from LP would be excellent.

September 29, 2010 | Registered CommenterSteve Abdalla