How can we keep some documents confidential?

Created by Pat Crosscombe, Modified on Tue, 10 Oct, 2023 at 9:00 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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