Client document visibility
Control exactly which files your clients can see in their portal.
How visibility works
Every file in the document vault has a Visible to Client toggle. When enabled, the file appears in the client's portal. When disabled, only your team can see it.
Toggling visibility
- Go to the client's Documents tab.
- Find the file in the list.
- Click the eye icon in the "Client Visible" column.
- A green eye means the file is visible to the client.
- A grey eye means the file is hidden from the client.
Bulk management
You can manage visibility at the folder level by toggling individual files within a folder.
Portal Settings override
In the client's Portal Settings tab, you can disable the entire Documents section. When disabled, no files are visible to the client regardless of individual toggle settings.
Important: New uploads default to visible. If you are uploading sensitive internal documents, remember to toggle visibility off after uploading.