Change practice document visibility

You can control the visibility of any documents that you upload, to make sure that only the intended recipients are able to view them.

1. Select Documents then Practice documents.

   If expected documents are not listed in your view, 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.

2. Select the required document, then select Change visibility.

   The Viewable column indicates the current visibility.

   
3. Select All clients or Practice only.