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.
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Open any record, click the Document Tab
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Browse to the location of the document you would like to attach
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Click the Private checkbox in the lower left hand side of the ManagePro Document Management Window
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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.
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