How to control document visibility on the Hub

By default, when a document is generated or uploaded into the system, it isn't visible to clients on the Hub.  This is so you can control who should be able to see it - for example, when a contract is generated on a rental property, you would only want the landlord to be able to see it, as opposed to tenants too.

To control who has visibility of a generated document, just tick the corresponding tick-boxes on the generated version:

 

Likewise on an uploaded document:

 

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