Seal files
Sometimes you may want to prevent clients from making further changes to a document. Or you’re working on a file and don’t want the client to accidentally delete or move it. You could place it in a top-level folder with a
Client can view
access level . Or, you can seal it instead–below we will tell you how.
What sealing does
Sealing a document or folder protects it from changes. You can seal any subfolder and document with Client can view and edit
access level.
- When you seal a document, clients cannot delete, edit, or move it.
- When you seal a subfolder, all files inside are sealed automatically, and clients cannot upload new files to that subfolder.
Note
You cannot seal top-level folders. Even if all subfolders inside are sealed, clients can still upload new files to the root folder.If a sealed document or folder is moved to a top-level folder with Client can view
or Private
access level, it inherits the access level , and therefore becomes unsealed. If a document is moved from a sealed subfolder to other non-sealed subfolder, it becomes unsealed.
Sealing vs. read-only folders
- Use sealing when: You want to protect specific documents but allow clients to upload other files to the main folder or unsealed subfolders.
- Use a read-only folder when: You want to completely prevent any uploads or changes to an entire folder.
Seal from the document viewer
You can seal documents directly from the document viewer. To do this:
-
Make sure the document is stored in a folder with a Client can view and edit
access level. Click on the document name to open it in the viewer. -
In the top-right corner of the viewer, click the Seal icon, or choose Seal from the three-dot menu.
Seal from the document list
To seal documents from the document list, select the checkbox to the left of the documents you want to seal, then click Seal above. Or seal the whole folder so that all the documents inside it become sealed.
You can also seal a document by clicking on the three dots to the far right of its name, and then selecting Seal.
When you no longer need to restrict your clients from managing specific documents, unseal them by selecting the files or folders and clicking the
Unseal button above.
If you want to unseal a single file, you can also click on the three dots icon to the far right of the document’s name, then select Unseal.
Seal from the Windows app
Right-click a file on your TaxDome Drive and select Seal document.