Disabling Client Access to the Public Documents Vault

You can choose to unshare your public documents with clients. Doing so ensures any clients or guests do not have access to the Public Documents vault.

  1. Sign in to the SmartVault Portal.
  2. Select View Files and Folders.
    F_F_-_Left_sidebar.png
  3. Navigate to the Firm container.
    FF_-_Public_Documents_folder.PNG
  4. Click the Actions button Actions_icon.png for the Public Documents vault and select Properties.
    FF_-_Public_documents_properties.png
  5. Click the View Properties tab and enable the Don't share this vault with clients checkbox.
    FF_-_Public_documents_view_properties_tab.png
  6. Click Save Settings.
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