Some documents, such as board, M&A or remuneration papers, should only be seen by a few people. Confidential folders are made for them.
Steps
Open the entity and select Confidential documents.
Select Create folder, give it a name and a short description, and select Create.
Select Add document and choose your files.
To share the folder, select Share. Add people or a role, such as your group tax coordinators, and choose whether they can view or edit.
Who can see it
Only you and the people or roles you share the folder with can see it. Administrators don't get access automatically.
Files in a confidential folder never appear in Documents, in AI Assistant searches, in the document inbox or in workflows.
Creating a confidential folder needs a role permission and access to the entity. If you don't see Confidential documents, ask your Loctax contact to enable it.