Private Proofing Workflow | Community
Skip to main content
Level 2
April 29, 2025
Solved

Private Proofing Workflow

  • April 29, 2025
  • 1 reply
  • 406 views

Hi, is there a way to make a proof completely private, meaning that those who are not on the workflow can't open it? I can see that by ticking the 'Private stage' box will only suppress comments but none workflow members can still open it. 

 

Thanks

This post is no longer active and is closed to new replies. Need help? Start a new post to ask your question.
Best answer by Richard_Le_

Hi,

 

I recommend changing the sharing permissions on the document to hide the file from anyone who shouldn't be able to see it.

 

By default, whenever you add a document to a project or task/issue, anyone with view (or above) rights to these objects will also inherit access to documents that are uploaded. You can go into the sharing settings of the document and turn off any inherited permissions / remove access from there. Once done the document will not be visible to anyone other than those in your proof workflow or who has been granted access via the sharing permissions you have set.

 

You can read more on this here

 

Best Regards,

Rich.

1 reply

Richard_Le_Community AdvisorAccepted solution
Community Advisor
April 29, 2025

Hi,

 

I recommend changing the sharing permissions on the document to hide the file from anyone who shouldn't be able to see it.

 

By default, whenever you add a document to a project or task/issue, anyone with view (or above) rights to these objects will also inherit access to documents that are uploaded. You can go into the sharing settings of the document and turn off any inherited permissions / remove access from there. Once done the document will not be visible to anyone other than those in your proof workflow or who has been granted access via the sharing permissions you have set.

 

You can read more on this here

 

Best Regards,

Rich.

markTwoAuthor
Level 2
April 30, 2025

Thanks Rich.

 

Mark