Create Private Document Containers

You can create a private document container so that multiple users can upload items to the container but only be able to see the items that they personally uploaded. A practical use case for a private document container is an HR container where staff can upload personal forms that only they and the HR department can see.

Note: Special consideration must be given when using workflows within private containers.
  1. Right-click where you want to create the document container and go to New > Document Container.
    The Configure this container window appears.
  2. Enter a Name and Description for your private document container.
  3. Under Private Security, select Private.
  4. 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.
    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.
  5. If you want to make some fields mandatory when users create items, click the plus icon next to Field Preferences and set the fields you want to make mandatory to True.
  6. Click Finish and click OK.
You must define permissions for users, including setting a user as an admin for the container, after you create the container.