San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

Is it Possible to Set Permissions for Documents?

Objective:

  • Hide Documents from other Users
  • Have Access to only Documents associated to me
  • Permissions and Documents 
  • Set restrict access to specific Documents
  • Hide files from specific users
  • How do matter permissions affect documents?
  • Can I view a document on a matter if I don't have matter permi
  • Is it Possible to Restrict Visibility of Other User's Documents?

Environment:

  • Clio Manage

Additional Information:

If you would like to add your vote to this feature request, feel free to call or chat in.

Answer:

No, it is not possible to only limit User's Access to only view their own Documents. As long as a User has access to the Matter that the Documents are associated to, they will also have access to all the Documents linked to it. 

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality