Private Folders on Individuals

With this feature, you can now create and manage Private Folders directly on Individual profiles, just like you already can for Companies.

This allows you to store sensitive or restricted documents securely, ensuring that only authorized users can access them. ❤️

✨ What Is a Private Folder on an Individual?

A Private Folder is a secure space within an Individual’s profile where you can upload and manage confidential documents.

This feature is now available in the LEM module and works the same way as Private Folders for Companies.

Typical use cases:

• Storing personal legal documents
• Keeping sensitive compliance records
• Restricting access to selected team members only
• Separating confidential documents from general profile files

✅ Only users with the correct permissions can view or access these folders.

☝️ Who Can Use This Feature?

This feature is available to users with access to the Entities (LEM) module.

To access or manage a Private Folder on an Individual, you must:

• Have access to the Individual’s profile
• Have permission to view or manage Private Folders

If you cannot see the Private Folder option, please contact your internal administrator.

✍ How to Access the Private Folder on an Individual

Follow these simple steps:

1️⃣ Open the Entities module

Go to the LEM (Entities) module from your main navigation menu.

2️⃣ Select the Individual

Search for and open the relevant Individual profile.

3️⃣ Navigate to Documents

Go to the Documents section within the Individual profile.

4️⃣ Access the Private Folder

You will see a dedicated Private Folder area.

From here, you can:

• Upload new documents
• View existing private documents
• Manage folder contents (depending on your permissions)

? How Permissions Work

Private Folders are designed to ensure sensitive information remains protected.

Here’s how it works:

• Documents inside the Private Folder are not visible to all users
• Only users with the correct rights can access them
• Permissions follow the same logic as Private Folders for Companies

❗ If a user does not have permission, the folder or its content will not be visible.

⭐ Benefits of Using Private Folders on Individuals

• Improved confidentiality for personal documents
• Clear separation between public and restricted files
• Better compliance with internal governance policies
• Consistent experience across Companies and Individuals

This ensures your most sensitive information stays protected while remaining easily accessible to authorized users. ✨

❓ Limitations to Be Aware Of

• Access depends entirely on user permissions
• If permissions are not configured properly, users may not see the folder
• The feature is available within the LEM module only

If you experience any unexpected behavior, please contact your administrator or support team.

✅ Summary

You can now manage Private Folders directly on Individual profiles, just like on Companies.

This provides a secure, consistent, and compliant way to handle confidential documents within your organization.

Secure your sensitive information with confidence. ❤️