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.
2. Change the client list view to either Active clients or a custom view that includes all relevant clients.

If any of the entries are greyed out and you cannot select them, this is a restricted item — the parent client record has been set to Private and you do not have access. If you believe this is a mistake, contact your IRIS Elements administrator. Users who have Administrator level permissions are able to view all public and private client records, even those where they are not named as assigned users.

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