In labs: Enhanced document privacy & access controls

Overview

As agencies handle increasingly sensitive client information, having greater control over document access is more vital than ever. We are pleased to introduce enhanced document privacy and access controls for files stored in the contact record’s documents panel. This update provides users with greater flexibility in how documents are shared, enabling them to align with internal security policies, meet client expectations, and strengthen trust in their workflows.

What’s New

* Users can now generate configurable document links with multiple access options while sharing:

* Public link – Accessible by anyone with the link

* Private link – Accessible only to authorised Clixio users

* One-time code link – Access verified through a one-time password sent to the contact’s email address

* Password-protected link – Access secured with a user-defined passcode

• Setting expiration dates for shared links

• Allowing or restricting document downloads

• Viewing document details and access history for enhanced visibility and auditing

PS: The default behaviour for document links will be internal/private in nature, unless the user chooses to change it while sharing.

What’s Next?

* We are working towards implementing further privacy and data control measures to enhance document security across the platform. In the next phase, these privacy and access controls will be extended to document attachments shared through notes and custom fields, creating a more consistent and secure document-sharing experience throughout Clixio.

* Enhanced security for email attachments sent out via marketplace apps.