Marking Documents as Private

Top  Previous  Next

Marking Documents as Private

Top Previous Next

Within ManagePro, documents are only viewable if a user has access rights (read only or read/write access) to the record.

In some situations a user may wish to flag a document as private, and make it visible to only the individual(s)

assigned to the record to which the document is attached (making it private and non-visible to others).

 

Marking a document as private is completed by simply checking the Private check box when originally attaching the document, or by highlighting an existing document and selecting the right click option of Details.

 

embim10