Private Documents

Top  Previous  Next

Private Documents

 

In ManagePro you designate attached documents as private which removes visibility to others (that are not assigned in the Who field) from accessing the document.

 

Open any record, click the Document Tab

Browse to the location of the document you would like to attach

Click the Private checkbox in the lower left hand side of the ManagePro Document Management Window

Click OK

 

clip0059x

 

Documents designated as private will display with asterisks in the Document List view.

 

Only the creator can remove the private designation by unchecking the Private field.