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