Further to my previous comments, we have made a slight change to our site structure. While we started with a separate site for each client, we have now changed to a separate site for each client group.
ClientA
- Correspondence
- ClientA Letter1
- ClientA Letter2
- ClientA+B Letter1
ClientB
- Correspondence
- ClientB Letter1
- ClientB Letter2
As ClientA and ClientB are related, we now have
ClientA+B
- Correspondence
- ClientA Letter1
- ClientA Letter2
- ClientA+B Letter1
- ClientB Letter1
- ClientB Letter2
This change has been made as we were finding too many sites with only a few documents and some documents were relevant to multiple clients within the same group. Any reduction in times to decide where to file or where to look is a benefit.
This makes sense for permissions too as there are fewer sites need to have permissions reviewed and in most cases, the individual clients within a group are generally privy to each others documents already.
Practically, if a client joins a group, we don't need to create a new site and redo the permissions. If a client leaves a group (vary rarely) it should be easy enough to move their files into their new site.
As some background, our previous system was simply a few shared network folders into which all clients files were stored. While this system was brilliant for saving and finding documents based on our naming scheme, it couldn't scale to the size we need and couldn't allow permissions to external parties.
Any advice or suggestions would be greatly appreciated.