How can I restrict access to certain of my documents to certain of my co-workers?

While your File Cabinet can only be accessed by your accountant and the users you have added to your guest list, you may further restrict access to your documents by associating Connections Types to your Cabinet Tabs (categories of documents) and by associating guests to each of these Connections Types. Note that while multiple Connections Types can be associated to a single individual, only one Type of connection can be associated to a File Cabinet tab, so remember to always include us in the group that you have authorized to access a given tab (i.e.: if a tab can only be accessed by your "Central-office" staff, put us in the "Central-office" category.) If you do not, we will no longer be able to save documents in your cabinet. Here is how to proceed:

 

Step 1

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Step 2

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Step 3

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Step 4

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Voila!