Document Settings - Confidential Reasons

Geeta Nagpal
Geeta Nagpal
  • Updated

When a user marks a report as a Confidential Document, they are able to optionally select a reason why the report is confidential. Typically, this list is populated with specific reasons that are allowed by your organization. For example, Identifiable Individual or Legal matter.

To add a new reason to the list, enter the reason into the textbox and click Add Reason. 

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To modify an existing reason, make changes in the textbox and click Save Changes or click the X to Delete.

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Note: Reasons are displayed to contributors in the order in which they were entered. To change this order, all reasons must be removed and re-added in the correct order.

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