Restricting access to documents

Deal admins and owners can specify who can access documents. By default, all participants in the deal can access all documents in the deal but admins and owners can restrict a document so that only selected member participants can access it.

Note: Restrictions are set on a per document basis.

To restrict access to a document:

1. Click  to the right of a document’s name or click Manage access in the document details page. The Manage access restrictions dialog is displayed. If you are a member, the entire dialog is disabled and a notification tells you that only admins and the deal owner can modify access restrictions. If you are an admin or owner, you will see the dialog as follows:

2. Select the Selected participants only radio button. The lower half of the dialog becomes enabled listing all participants in the deal.

3. Select the member users in the list who you want to have access to the document. By default, when you first select the Selected participants only radio button, all member participants will not be selected and will not have access to the deal unless you select them.

4. Click Apply.

If you have denied access to any participants, a lock icon is displayed next to the document name in the document details page.



A participant who is denied access to a document does not see the document at all in Transact.

• The participant cannot see the document in their documents checklist. If the checklist includes documents A1, A2, A3 and A4 and a participant is denied access to A3, that participant would see A1, A2 and A4 only in their checklist. The numbering is not affected.
• The participant cannot view or download any files added to the document, nor can they see the existence of any such files.
• The participant cannot see any activity around the document in the Timeline.
• The participant does not receive any email notifications about activity on the document.
• If the participant exports the documents checklist, the document is not included.
• If the participant uses bulk download to download files, the document’s files are not included and the document is not included in the index.