Change client document visibility

To make sure that only the intended recipients are able to view uploaded documents, change the document visibility:

• All contacts for this client
• A nominated contact only
• Practice only

Do the following:

1. From the Clients menu, select Clients list then find and open the required client.

   If any of the entries are greyed out and you cannot select them, this is a restricted client — the client record has been set to Private and you do not have access. Contact your IRIS Elements administrator if you believe this is a mistake.

2. Select the Documents tab.
3. Select the required documents.
4. Select More actions, then Change visibility.
5. Select the relevant visibility option.