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Make a document in your register confidential

Need to make an existing document confidential? You don't need to upload a new version to do it.

Required permissions
Edit document confidentiality

If you're uploading documents that only certain people in your organization should have access to, mark them as confidential.

Only the selected version of the document is set as confidential. Other versions of the document can be marked as confidential if required. To view previous versions of a document, click the Show Document History checkbox.

You can also select and update several current documents and set them as confidential using Bulk Edit, Historical documents need to be manually set as confidential.

  1. Check that you have the correct project selected.
  2. Click Documents and select Document Register.
  3. Find the document you want to make confidential, and click on its title.
  1. On the Document Properties page, click Confidentiality.
  1. In the confidentiality pop-up, click the checkbox to make the document confidential.
  2. The screen will expand to show the list of users who can access this document version. Your name will appear in the list by default.
  1. Type the name of a person in your organization requiring access to the document. Suggested names will appear – click on the correct name to give them access to the document.
  1. The person’s name will appear on the list. You can add as many people as required.
  2. Once you’ve finished adding names, click OK.
  1. The document is now marked confidential. Only you, and the people on the access list, will be able to find and view it.
  2. If you click on the Back button at the top-right of the page, you’ll see that your document is marked with an ! icon. This indicates that the document is confidential.

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