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MoniqueEvans
Community Advisor
MoniqueEvansCommunity Advisor
Community Advisor
July 9, 2018
New

Allow document versions to have different sharing access

  • July 9, 2018
  • 2 replies
  • 399 views

Typically we do an internal proofing round of review before sending the document to the requestor / stakeholders. Unfortunately our requestors have gotten savvy and will click on previous versions and request things that we did initially and changed before sending to them. Ideally we would want the requestor not to be able to see previous versions of a document that weren't shared with them.

For example if the document was uploaded and went through 2 rounds of review before it was ready to show the client and we share version 3 with him, he should not be able to click on and view version 1 or 2. But would see version 3 and higher.

    2 replies

    N
    NinaLo1
    Level 3
    August 3, 2018

    When I recently worked on some docs that needed internal review/approval before sending to external third parties for approval, I did the internal rounds on one "version", and then set up a separate folder with the versions in I wanted the third parties to approve. This way they only had access to the items I wanted them to see, and none of the internal discussions.

    MoniqueEvans
    Community Advisor
    MoniqueEvansCommunity AdvisorAuthor
    Community Advisor
    August 3, 2018

    Hi Nina. That's a good idea but we also use the version count to note how many rounds of revisions a project went through so it would be extra work for the designer/project manager to add up in two spots for each file. I'll pitch that to the team and see if what they think.

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