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Status of Document - Internally or Externally Visible

Status of Document - Internally or Externally Visible

Please note: With Release 19, the Internally and Externally Visible icons will be changing. This article contains examples of both pre- and post-Release 19 icons.

Checking Visibility

  1. Navigate to the Activity Overview screen.

  2. Go to the Files drawer, in the right-hand menu.

    An Activity Overview page, with the files drawer, on the right side of the screen highlighted.

  3. Review the Actions column.

    image-20250711-182039.png
    Pre-Release 19 Externally Visible Icons

     

    image-20250711-182155.png
    Post-Release 19 Externally Visible Icons

     

  4. Click on the File Name to go to the File Details screen.

  5. On the Edit Details page, there will be a checkbox for Externally Visible. If the document should be externally visible, the box should be checked.

    image-20241014-150133.png

  6. Click Save.

Changing a Documents Visibility

There are two ways to change a documents visibility while in the Files drawer.


Bulk Edit

Bulk Edit will allow you to change the visibility of multiple documents at once.

  1. Select the Bulk Edit Button at the top of the Files drawer.

image-20250711-183800.png

  1. Select the documents you need to edit and click Bulk Edit Selected.

image-20250711-183458.png

  1. Change the Externally Visible box.

    1. If you want to document to be visible, select the box.

    2. If you DO NOT the document to be visible, leave the box empty.

  2. Click Bulk Edit Selected.

image-20250711-185013.png

  1. Confirm visibility status in the Actions column.

image-20250711-183716.png

File Details

If only one file needs to be edited, this can be done from the Files Details page.

  1. Click on the File Name.

  2. This will take you to the File Details page. The Externally Visible status is listed in the first column.

image-20250711-184623.png

  1. Select the Edit button, to change the visibility status.

  2. On the Edit Details page, there will be a checkbox for Externally Visible.

    1. If the document should be externally visible, the box should be checked.

  3. Once changes are made, select Save.

image-20250711-184850.png

  1. Confirm visibility status in the Actions column.

 

Still need help? Submit a ticket to the Internal MiEHDWIS Help Desk and someone from our team will get back with you.