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private documents

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New Member
Posts: 3
Country: USA

private documents

Is there a way to make documents private as  you do contacts and notes for premium 2012

Thanks

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Silver Contributor
Posts: 1,819
Country: USA

Re: private documents

No there is not, However, you could place security within the document itself. For example, all of microsoft Office allows you to password protect individual documents.

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Jon Klubnik| ActTrainer.com
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Bronze Elite Contributor
Posts: 2,637
Country: New_Zealand

Re: private documents

Utilizing Windows permissions and attached the document as a shortcut in ACT! might suffice. You would need a folder that was secured for access by yourself only under Windows permissions.

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog


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New Member
Posts: 3
Country: USA

Re: private documents

There is a backdoor way if you add a note and attach the document to the note and mark private.

 

 

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Bronze Elite Contributor
Posts: 2,637
Country: New_Zealand

Re: private documents

That's innovative except not quite as secure as the attachment exists in the Attachments folder which is accessible if you know where and what to look for.

Graeme Leo
Xact Software - consultants and developers
Follow us on Twitter and check out our Blog