Private by default: Enhanced privacy controls for documents uploaded through notes

Overview

We are enhancing document privacy and access controls across the platform with HIPAA compliance in mind. Documents uploaded as attachments through the notes section will now be private by default, providing you with greater control over how sensitive information is accessed and shared.

Previously, documents uploaded through notes were public and could be shared indefinitely without additional privacy controls. With this update, newly uploaded documents will benefit from improved privacy measures while still allowing users the flexibility to choose the appropriate sharing method.

What’s New

1. New note attachments are private by default: Any new document uploaded through the notes section will be stored in the

   “Notes attachments” folder under Documents

   and will be private by default.

2. More control when sharing: Users can select the level of access that best suits their needs, including a public link, private link, OTP-protected link, or password-protected link.

3. Existing documents remain unchanged: This update applies only to documents uploaded through notes after the feature’s release. Existing documents will continue to remain public.

4. Secure sharing for existing documents: While existing documents will keep their current privacy status, users can still generate and share a private link with recipients should additional access control be necessary.

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 also be applied to document attachments shared through custom fields, providing a more consistent and secure document-sharing experience.