You can create a document that only certain people can see or edit. How you set this up
depends on where the document is in the community and whether it has been published or
not. Here's how it works:
- For the best control of visibility and collaboration for the life of a document,
save it in (or more it to) Your Documents. With a document in Your Documents,
you can set its visibility to just yourself, just the people you specify, or
anyone in the community. You can set its availability for editing in the same
ways.
- For a document saved to other places in the community (outside Your Documents),
keep in mind that it only remains invisible to others until you publish it --
there's no way to set it to "not visible." Once you publish it, others can see
it. However, you can set who is able to edit the document whether it is a draft
or published.
You can set visibility and collaboration for a document either while you're editing or
while you're simply viewing the document. Here are the steps for the setting a document
so that only certain people can edit it:
- In the Actions list, click the collaboration link:
- Visibility and Collaboration if the document is in Your
Documents.
- Manage collaboration if the document is not in Your
Documents.
- If the document is in Your Documents, under Visibility choose Open to
anyone or Just specific people (if it's "just you," you won't be
able to add collaborators). If you choose "specific people," be sure to enter
the names of people who you'll want to edit the document.
- Under People who can edit this document, click Specific people.
- Click Select People to browse for the names of people you want to be able
to edit the document. For each person able to edit the document (including
yourself), they'll be able to reach the document from their Your Stuff
menu or in their profile on the Your Stuff tab.
Note: Remember -- if you If you want to keep a document that's not in Your Documents hidden,
don't publish it! Once you publish it, it will be visible to anyone who can see
documents in the place with the document.