Overview
As accounts manage increasingly sensitive client information, having greater control over document access is more important than ever. We're excited to introduce enhanced document privacy and access controls for files stored in the contact record's documents panel. This update gives users more flexibility in how documents are shared, helping them align with internal security policies, meet client expectations, and strengthen trust in their workflows.
What's new
* Users can now generate configurable document links with multiple access options while sharing:
* Public link – Accessible by anyone with the link
* Private link – Accessible only to authorized the platform users
* One-time code link – Access verified via a one-time password sent to the contact's email address
* Password-protected link – Access secured with a user-defined passcode
Additional controls include:
• Set expiration dates for shared links
• Allow or restrict document downloads
• View document details and access history for improved visibility and auditing
PS: The default behavior for the document link will be internal/private in nature (unless the user wishes to change it while sharing).
What's next?
* We're working towards bringing in more privacy and data control for you to expand document security across the platform. In the next phase, these privacy and access controls will be extended to document attachments shared through notes and custom fields, creating a more consistent and secure document-sharing experience throughout the platform.
* Enhanced security for email attachments that go out via the marketplace apps
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article