Viewing Recipients of a Document Folder

This feature is available in the Client Connect module.

Users will be able to see the recipients of a document Folder after it is published. 

 

1. From the Documents Module, navigate to the Folders Tab and click on the Folder for which you would like to see the recipients.

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2. From the Quickview window on the right, click on the Recipients icon.

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3. Alternatively, you can click on the folder name to go to the Folder Overview page. Click on View Recipients on the right.

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4. From this page you will also be able to Revoke Permissions. To see the recipients, click on the "+" button on the left of the partner company name to expand the list of recipients.

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5. Here you can see the recipients of the Folder, publish date for each person, permissions, and also the status. 

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