The recent update to the Documents section has been a significant step backward in terms of usability and visibility. What was previously easy to navigate and largely accessible at a glance now requires multiple additional clicks to access basic information.

Previously, we could quickly see whether a contract had been viewed and/or signed without having to navigate anywhere else. Now, we have to right-click the document, select "Details," wait for a popup, review the information, and then close the popup.

This is unnecessary extra navigation for information that was readily visible before. Please restore the ability to see document activity and signing status directly within the Documents view.

We can no longer quickly identify which files have been shared on the Client Portal.

The only way to determine this now is to right-click a document and look for the "Stop Sharing" option, which is the only indicator that a file is being shared. This is another unnecessary step that makes managing client documents much less efficient.

Sharing status should be clearly indicated in the Documents view, just as it was previously.

It is far too easy for a user to accidentally double-click certain file types (ex: HEIC) and trigger a download. In an environment where we handle protected health information (PHI), this creates a serious data security and compliance concern.

Downloaded files are being saved to individual users' folders, outside of the centralized CRM environment. This creates unnecessary exposure and makes it much more difficult for administrators to maintain appropriate oversight of sensitive client documents.

Overall Recommendation

Please consider restoring the at-a-glance visibility of document statuses and sharing indicators, while also introducing administrative controls over document downloads.