Contract documents can be restricted to selected group companies — the same way policy and legal entity documents already work. This lets you control which parts of your group structure can see each document on a contract, without affecting access to the contract itself.
How access works by default
Every document you upload to a contract is visible by default to anyone with access to that contract. You can change this using the toggle The document is visible to everyone with access to the contract in the document's access settings.
Restrict a document
- Open the contract and go to its documents.
- Open the access settings on the document you want to limit.
- Turn off The document is visible to everyone with access to the contract.
- Select the group companies that should be able to see it.
Important notes
- The restriction applies per document, not to the whole contract — other documents on the same contract keep their own settings.
- To remove a restriction, open the document's access settings and turn the toggle back on. This immediately restores visibility for all users with contract access.
- Keep the toggle on for any document that all contract users need to access.