Document visibility
You can control the visibility of any documents that you upload, to make sure that only the intended recipients are able to view documents.
Document visibility can be set to:
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All clients
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Some clients
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Practice only
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Contacts of the client
Change the visibility of documents
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Locate the document you wish to edit.
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Select the document and select Change visibility.
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Select which client contacts you would like the document to be visible to.
You can check that the visibility has been updated by looking at the Viewable column on the Documents tab.
Upload to the Senta dashboard
When you drag and drop documents directly onto the dashboard, Senta will automatically set the visibility to be practice only, and will automatically add them straight to Documents > Uncategorised documents folder.
From the uncategorised documents folder, you can choose to move this document to the practice documents folder, or to a company's documents tab. Once you move this document to a company you will need to update the visibility if you do not want it to be a practice only document.
For more information on managing documents, go to Working with documents