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. Navigate to the Public Documents vault underneath the Firm container.
  3. Click the Container properties icon.
  4. Click the View Properties tab and enable the Make this vault private checkbox.