Wyn Enterprise User Guide

Wyn Enterprise: Hide Documents

Hiding lets you secure important documents from unauthorized access containing sensitive data. These documents, if hidden, are not visible to the users on the Document Portal with insufficient permissions. Hiding also safeguards the documents from accidental modifications.

In Wyn Enterprise, you can easily hide a document using the Hide in Document Portal option in the Info panel. In the case of multiple documents, you can use the Batch Editor button to hide multiple documents at the same time. This will save your both time and effort.

Salient Points

  1. The Hide in Document Portal option is only applicable to reports and dashboards.
  2. On the Document Portal, the Hide in Document Portal option hides the document for the read-only, read/write, and full control users.
  3. On the Resource Portal, the Hide in Document Portal option hides the document only the read-only users.
  4. Only the read-only users cannot modify the value for the Hide in Document Portal option while the remaining users (who can view the document) can.

To Hide a Document

Follow the below steps to hide a document on the Document Portal.

  1. On the Resource Portal, select the document you want to hide.
  2. Go to the Info panel and set the Hide in Document Portal option to 'True'. Hide document
    You will see an invisible eye symbol next to the document. This symbol is used to signify a hidden document on the portal.
    Invisible eye icon next to the hidden document
    Users except the document owner and admin user can see this document on the Document Portal, while for rest of the users, the document is invisible.

To Hide Multiple Documents

Follow the below steps to hide multiple documents on the Document Portal.

  1. On the Resource Portal, navigate to the Document Types tab.
  2. Choose the document type category i.e. Reports or Dashboards.
  3. Then, click the Show Check Box button on the top-right corner of the window. This button helps to select multiple documents at the same time.
    Select Multiple Documents
  4. Select the multiple documents you want to hide.
    Select documents to hide
  5. Then, click the Batch Editor button next to the Show Checkbox button. Batch Editor Panel
    You will see a Batch Panel that expands automatically on the right side of the window. Batch Panel
  6. From the panel, set the Hide in Document Portal option to 'True'. The selected documents disappear from the Document Portal except for the document owners and admin users.
    An invisible eye icon next to each hidden document indicates that the documents are hidden on the Document Portal. Hidden docuemnts



See Also

    Hide a document using the Document Portal