In the fast-paced world of legal practice, controlling access to sensitive documents is not just a preference—it’s a necessity. Whether you’re managing client files, internal memos, or confidential case materials, NetDocuments offers powerful tools to ensure your content stays secure and private.
But what if you need to make a document completely hidden—visible only to you or a select group of users?
This post walks you through the exact steps to do just that. Whether you’re saving a new document or modifying an existing one, you’ll learn how to use Security Templates, Modify Access, and Profile-based permissions to lock down visibility and ensure compliance with your firm’s confidentiality standards.
We’ll also explore common use cases, such as hiding custom-secured documents from former users or restricting access to internal-only materials, and share tips from at Optiable, a leading NetDocuments consultant who’s helped hundreds of law firms streamline their document security.
Let’s dive in and make sure your documents are only seen by the right eyes.
Part 1: Saving a Brand New Document or an Email into NetDocuments
Step 1: Click Security Templates
Step 2: Choose Private
Part 2: Modifying a Document or an Email already in NetDocuments
Step 1: Check the box next to the Document and click More
Step 2: Click Modify Access
Step 3: Highlight the Default Group, Click Remove, and then Apply.
You should be the only person listed. If you are not listed, you will need to add yourself and remove everyone else.