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Upload confidential documents

Need to make a document confidential? Follow the steps below.

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Edit document confidentiality
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By default, all documents you upload into Aconex can be accessed by anyone in your organization. If you're uploading documents that only certain people should have access to, mark them as confidential.

  1. Check that you have the correct project selected.
  2. Click Documents and select Add/Update Documents.
  3. Follow these steps to upload your documents
  4. Click the Limit access to selected individuals checkbox on the document you want to make confidential.
  5. A text field shows the list of users who can access this document version. Your name will appear in the list by default.
  6. 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.
  7. The person’s name will appear on the list. You can add as many people as required.

Tip!

If you don't see the Add/Update Documents menu, you may be using classic upload.

Switch to the new upload today.

  1. Complete the rest of the details of the documents you are uploading, then click Register.
  2. Your document(s) are now uploaded and marked confidential. Only you, and the people on the access list, will be able to view the documents.
  3. If you search your document register you'll see that your document is marked with the ! icon. This indicates that the document is confidential.

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