How can we keep some documents confidential?

Created by Pat Crosscombe, Modified on Tue, 10 Oct 2023 at 09:00 AM by Pat Crosscombe

We have some documents that we don't want our owners or members to be able to view.


Add Private Tags to documents.

Board & Mgrs only - use to prevent owners/members from viewing certain documents


Board Only - used to prevent managers and owners/members from viewing certain documents.





Reviewed Updated October 2023 


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