🔥TaxDome product updates: explore what’s coming soon and the features you already can enjoy. Learn more

TaxDome wins Comprehensive Firm Workflow Solutions — CPA Practice Advisor Readers’ Choice Awards 2024. Read more

🔥 Join in-depth webinars to get up to speed on automations, invoicing and team collaboration. Learn more

Document

Docs (Advanced): Seal Files

Docs (Advanced): Seal Files
4 Min

Do you sometimes need to keep a client from making changes to a document? For instance, you’re working on a file and don’t want the client to accidentally delete or move it. You could place it in a top-level folder with a Client can view access level (find out how)—this way, they would be able to see or download the document but not do anything else to it.

Another option is to seal it. This leaves the document in its location, but the client cannot delete, edit, or move it to another folder.

 

Read more

Document

Docs (Advanced): Seal Files

Do you sometimes need to keep a client from making changes to a document? For instance, you’re working on a file and don’t want the client to accidentally delete or move it. You could place it in a top-level folder with a Client can view access level (find out how)—this way, they would be able to see or download the document but not do anything else to it.

Another option is to seal it. This leaves the document in its location, but the client cannot delete, edit, or move it to another folder.