Access Permission field in the Files panel (v24)

In version 24, we've made it easier to control access to files through the Files panel, which is available for all forms.        

The new Access Permission field lets you individually control each attachment’s permission level, ensuring precise control in terms of who can access it.


You can restrict file accessibility to just the person who uploaded the file, all internal users, or both internal and external (e.g. Client Center) users.

To learn more about setting it up, please refer to our technical guide.

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