Private switch on documents - how does it work?

sdggq · October 6, 2023, 2:23pm

I’ve checked the documentation - and couldn’t find anything about it’s function.
Screenshot below is from the Settings > Company Details > Documents

Seems like it does nothing, since documents uploaded with Private switch ON are still available to the clients.
The screenshot below is from the documents uploaded to a task.

Here you can see every “Private” document exposed.

hillel · October 6, 2023, 2:26pm

Hi,

@david can you please advise?

david · October 6, 2023, 9:42pm

Hi There,

We have a fix for this in the release to be deployed Tomorrow (Sunday)

sdggq · October 9, 2023, 11:49am

Reporting back after update,
Documents marked as private in Settings > Company Details > Documents - not showing up in the client portal anymore.

However, documents in any other place, marked as “Private” still showing up.
Screenshot below - for freshly uploaded documetns and newly created invoice/task.

Private document from previous screenshot (first message) - is still available in the documents section of the client portal.

sdggq · October 12, 2023, 12:02pm

Any word on this, or is it an expected behavior?

david · October 13, 2023, 2:37am

The change required for this is coming in the next release on Sunday.

sdggq · October 16, 2023, 12:25pm

Reporting back after 5.7.30 release - everything is still the same. Private docs are available through client portal as mentioned in

sdggq · October 23, 2023, 2:31pm

5.7.33 release - looks like this was fixed.
Thank you wonderful people!

hillel · October 23, 2023, 2:36pm

Glad to hear it, thanks for confirming the fix!