Disable Client Sharing on Public Documents Vault
Overview
You can choose to unshare your public documents with clients. Doing so ensures any user with a Client license does not have access to the Public Documents vault.
Steps
- Sign In to the SmartVault Client Portal.
- Navigate to the Public Documents vault underneath the Firm container.
- Right click on the Public Documents vault.
- Click View Properties to access the settings for the container.
- Select "Don't share this vault with clients".
- Click Save Settings.