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Creating a Private Document

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Private documents allow only the selected users the ability to access the document.

Step-by-step instruction:

  1. Click on the Documents icon.
  2. Click on the Document Management menu item.
  3. Click on the Manage Documents menu item.



4. Select the My Pending Uploads view from All Documents dropdown.



5. Click on the Add Details link.



6. To create a private document, select the Private View from the Document View dropdown.

7. After selecting the Private Document View, complete the remaining details and click on the Save button.




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