Make a Doc Private or Public - Paid Feature

What does it do?

Have a TOP SECRET draft you don't want your collaborators seeing? Or perhaps you have made some great notes in your Private Pad document and would like to share them with your collaborators? Easily create a private document or change a private document to public with this feature. 
Note: This feature is available with a paid subscription.  Update  your subscription today!


Create a Private Document

A private document cannot be viewed or accessed by collaborators.

  1. Select Docs > New Document > [desired doc type]
    1. Page
    2. Cards
    3. Mind Map
  2. Name the document
  3. Select the desired action (see New Document Options image below)
    1. Any type of new document can be made private.
  4. Check the box for Make doc private
  5. Select Create.

OR

  1. Go to the Docs widget 
    1. In Simplified or Hybrid layout this will be found under the Project Info & Docs icon on the left sidebar
    2. For instructions on how to open the docs widget see Open a Widget.
  2. Select the Menu Toggle (looks like an upside-down pyramid) to toggle the widget options.
  3. Select New Document > [desired doc type]
    1. Page
    2. Cards
    3. Mind Map
  4. Name the document
  5. Select the desired action (see New Document Options image below)
    1. Any type of new document can be made private.
  6. Check the box for Make doc private
  7. Select Create.

Private Doc Icon

All private documents are identifiable by the "disguised agent" icon to the left of the document name.


Make a Private Doc Public

  1. Go to the Docs widget 
    1. In Simplified or Hybrid layout this will be found under the Project Info & Docs icon on the left sidebar
    2. For instructions on how to open the docs widget see Open a Widget.
  2. Select the three dots to the right of the document name.
    1. Dots will appear when the mouse is hovered over the document name.
  3. Select Make doc public.
    1. You will be prompted to confirm you understand: "Making [document name] public will also make all parents of this do public."
      1. This means that if for any reason you made a copy of the private document and you are attempting to make this copy public, this action will make the copied private document and the original private document public. 
  4. Select Confirm
    1. This will create a public copy of the private document. 

OR

  1. Go to Portfolio
    1. Select the portfolio (folder) icon OR go to File > Open Project
  2. Select the appropriate project.
    1. You will see all of the docs for the project on the right of the portfolio window
  3. Select the three dots to the right of the document name.
    1. Dots will appear when the mouse is hovered over the document name.
  4. Select Make doc public.
    1. You will be prompted to confirm you understand: "Making [document name] public will also make all parents of this do public."
      1. This means that if for any reason you made a copy of the private document and you are attempting to make this copy public, this action will make the copied private document and the original private document public. 
  5. Select Confirm
    1. This will create a public copy of the private document.

Docs BEFORE making private document public

Docs AFTER making private document public

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