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Why can't my client see the documents I sent them?
Why can't my client see the documents I sent them?

How to change the visibility of an already completed document

Mathieu Gagné avatar
Written by Mathieu Gagné
Updated over a week ago

Change the visibility for a document already in the client's file or a group

  1. Click on the "Contacts" tab.

  2. Choose the desired client or group.

  3. Go to the "Cloud Storage" tab.

  4. Select the document for which you want to change the visibility.

  5. Click on visibility. A drop-down menu should open.

  6. Pick the people to whom you want the document visible.

N.B.: Unlike modifying a document, this procedure will only allow you to change the visibility of the selected document and not to all those that will be made.

To change the visibility of a document to send, click here.

Further information

  • To learn more about online storage, click here.

  • To learn more about visibility (in general) in Hexfit, click here.

  • To view the files from the mobile application, the client can follow this procedure.

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