Flag document(s) as confidential

Learn how to flag one or more documents as confidential

Certain documents require a more cautious approach due to their sensitive nature or the confidential information they contain. As a result, it is essential to shield them from access by either portal users or platform users, ensuring that only authorized individuals can view or handle this information.

In Corporify, you can effortlessly flag one or more documents as confidential. Additionally, you have the ability to customize the columns in your document room, allowing you to easily identify which documents are marked as confidential.

Below you find a step by step guide on how you can flag one or more documents as confidential.

For detailed instructions, click 'Start tutorial' below.

Below you find a step by step guide on how to edit the columns of your document room for a clear overview of the documents that are flagged as confidential.

For detailed instructions, click 'Start tutorial' below.

To discover how to restrict access to confidential documents for specific platform users, please click 'here'. 

If you are interested in learning how to manage the sharing of confidential documents within the portal, please click 'here'.