Document Privacy Settings

Understanding Document Privacy

Whisperit allows you to control who can access your documents through privacy settings. Each document can be marked as either Private or Public, giving you complete control over document visibility and access.

Privacy Setting Options

Private Documents: • Only visible to you and users you specifically share them with • Marked with a "Private" label on the document card • Cannot be accessed by other workspace members unless explicitly shared • Ideal for sensitive legal documents, personal notes, and confidential information

Public Documents: • Visible to all members of your workspace • Marked with a "Public" label on the document card • Can be accessed and viewed by any workspace colleague • Suitable for templates, shared resources, and collaborative documents

How to Check Document Privacy Status

1. Navigate to your documents page

2. Look at the document cards in your document list

3. Each card displays either a "Private" or "Public" label

4. The label appears on the document card thumbnail

Changing Document Privacy Settings

To make a Private document Public:

1. Open the document you want to modify

2. Click on the document settings menu

3. Select privacy options

4. Change the setting from Private to Public

5. Save your changes

To make a Public document Private:

1. Open the public document

2. Access the document settings

3. Select privacy options

4. Change the setting from Public to Private

5. Confirm the change

Best Practices for Privacy Settings

Default to Private: • Create new documents as Private by default • Only change to Public when collaboration is needed • Review privacy settings regularly

For Sensitive Documents: • Always keep client information Private • Mark confidential legal documents as Private • Use Private setting for work-in-progress documents • Review who has access before sharing

For Shared Resources: • Make templates Public for team access • Use Public setting for reference documents • Share best practices as Public documents • Mark training materials as Public

Workspace Collaboration Considerations

When using Public documents: • All workspace members can view the content • Consider the sensitivity of information before making Public • Remember that Public documents appear in workspace-wide searches • Team members can find and reference Public documents easily

When using Private documents: • You maintain full control over access • Use the Share feature to grant specific access when needed • Private documents don't appear in other users' searches • Ideal for maintaining confidentiality

Privacy and Document Organization

My Documents Section: • Contains all documents you've created • Displays both Private and Public documents you own • Privacy labels help you identify document visibility at a glance

Shared with Me Section: • Shows documents others have shared with you • May include Private documents you've been granted access to • Displays Public documents from your workspace

Security Recommendations

• Audit Document Privacy: Regularly review your documents' privacy settings • Use Private by Default: Start with Private and open up access as needed • Train Your Team: Ensure all team members understand privacy settings • Protect Client Data: Keep all client-related documents Private • Review Before Sharing: Double-check privacy before sharing documents • Document Retention: Consider privacy when archiving or deleting documents

Common Use Cases

Personal Legal Research: • Privacy Setting: Private • Keeps your research confidential until ready to share

Client Case Files: • Privacy Setting: Private • Protects confidential client information

Office Templates: • Privacy Setting: Public • Makes templates accessible to entire team

Draft Documents: • Privacy Setting: Private • Maintain control until document is finalized

Team Resources: • Privacy Setting: Public • Share knowledge across the workspace