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.

tip

Note!

  • You can seal any document or folder in top-level folders.
  • If a sealed document or folder is moved to a top-level folder with a Client can view or a Private access level, it becomes unsealed.
  • If a document is moved from a sealed folder, it becomes unsealed.

To seal documents stored in a top-level folder with a Client can view and edit  access level, select the checkbox to the left of the documents you want to seal, then click Seal above the list. Or seal a folder so that all the documents inside it become sealed.

You can also seal a document by clicking on the three dots to the far right of the document’s name and then selecting Seal.

All documents stored in a top-level folder with Client can view and edit  access level are unsealed by default. When you seal them, their status changes. Click on the up-down arrow icon to the right of the Status heading if you want to see all sealed documents

When you no longer need to restrict your clients from managing specific documents, unseal them by selecting the files or folders and clicking the Unseal button above the list.

If you want to unseal a single file, you can also click on the three dots icon to the far right of the document’s name, then select Unseal.

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