Shared documents don't need to stay shared forever. In the event that you're after quick access to shared files, we make it easy to undo that decision once you're ready.
Removing access to a shared document
To access a list of users you've previously shared a document with, head to the Document list to open the document you have shared. You may also filter the Shared by column on the Document list to view all eligible documents.
In the top right hand corner of the screen, click Share.
Click Manage sharers in the bottom left hand corner to view the list of users you've previously shared the document with.
In the list, you'll find a split between any internal and external users with access to your file. We split the names out in this section because internal users will have a different level of access to an external user.
Internal recipients includes anyone from your organisation that will access this document on the Document details page. They will typically have the same level of visibility as you.
External recipients refer to any user that will view the document through the Counterparty portal. They may be external to your organisation, or you may have shared the document with that person using the "Share access via Counterparty Portal" toggle.
To remove any users you've previously shared the file with, click the icon to Remove next to that person's name. Click Close to finalise your changes.
Need further assistance? Reach out to [email protected] for more information.