Convert a Document Container to a Private Container

If you have a document container that you want to make private, so users can only see the items that they upload, you can configure the container to make it private.

  1. Right click on the document container and go to Configure > This Container.
    The Container Setup Wizard will be displayed.
  2. Expand the Private Security section and select Private.
  3. Decide if you want other users to receive notifications when activity happens in this container. Under Default Email Recipient, select the activity that you want to notify users, then select the users you want to receive notifications.
    OptionDescription
    Add Select this check box if recipients should be notified when new items are added to the container.
    Edit Select this check box if recipients should be notified when items in the container are edited.
    Revise Select this check box if recipients should be notified when new revisions are created within the container.
    Important: Recipients will be able to see all items uploaded to this container.
    If you leave the Recipients field blank, the container will inherit the recipients from the Enterprise, Site, Project or container that you created it in. You can view, add, and remove Recipients any time by right-clicking on the container and going to Configure > This Container. You can also remove any users inherited from the Enterprise, Site, or Project.
  4. Click Finish.
  5. Click Close.
You must define permissions for users, including setting a user as an admin for the container, after you create the container.