Files > Working with File details > Restricting access

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Restricting access to a File

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File Restriction settings are the same on the Billing side as on the Attorney side, and affect both sides.

To restrict a File:

1. Click the Restrict button near the bottom of the control panel in the File Details window to display the Restrictions dialog box.
   
   
   

2. Select the desired options, and click OK. The no-entry image on the Restrict button turns red.

3. Billing Supervisors can access the Billing side of all Billable Files, including Files they are not assigned to and Files that are Restricted.

Related Topics

• Restricting access to a File