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Who can see a document

The five visibility settings, how they combine with what a document is attached to, and how to preview what a client sees.

  • Updated
  • For managers

Who can do this: Owners, admins and managers

The settings

Document visibility
VisibilityWho sees it
InternalYour team only. This is the default.
ClientThe one client it is attached to.
Listing viewersEvery client who can see the listing it is attached to.
GroupClients in the groups you choose.
EveryoneEvery client with portal access: prospects, active and inactive clients.

Rules that keep you from leaking

  • A document attached to a client can only be internal or visible to that client.
  • Client visibility needs a client attachment, and Group visibility needs at least one group.
  • Listing viewers works only for documents attached to a listing.
  • Leads and archived clients have no portal access, so they never see anything.
  • Clients always see the latest version only. Older versions are for your team.

If a combination would expose a document to people it should not, EasyHaus refuses the change and tells you why.

Check before you share

Open a client and its Documents tab for a preview of exactly what that client can see. Markets have a Preview as client option too. See Preview as client.

Tip: Share documents for one raise as listing viewers, and general ones such as the risk disclosure as everyone.

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