How does document visibility and committee access work?

Choose visibility when uploading #

1. Open Documents → All Documents and select Upload Files.
2. Add the files to upload.
3. Choose the destination Folder.
4. Under Visibility (who can see this file?), choose Full Board or an available committee.
5. Select the email-notification option only when the files are final and recipients should be notified.
6. Review the files, destination, visibility, and notification choice before selecting Upload.

Change an existing document #

1. Find the document in Documents Manager.
2. Select Properties.
3. Review or update Permissions (Committee).
4. Select Update only after confirming the intended audience.

What the options mean #

• Full Board: the document is available to organization users whose role includes full-board document access.
• Committee: the document is limited to users with active membership and the required document access for that committee.

Folder and document visibility are separate settings. Keep them aligned. Moving a document into a committee folder should not be treated as proof that the document’s own committee permission changed.

Safe access checks #

1. Confirm the active organization.
2. Confirm the intended committee and active membership list.
3. Review the folder permission and the document’s own Properties setting.
4. Before sharing sensitive material, test with an appropriate non-administrator account when available.

Troubleshooting #

• If a committee is missing from a visibility list, confirm your permission to manage documents for that committee.
• If a member cannot find a file, confirm active committee membership and the document’s Properties setting.

Related articles #

• How do I use the Documents Manager?
• How do I create and manage document folders?
• How do I add a member to a committee?
• How do I restrict a member so they can only see committee content?