How Do I Change a Document from Hidden to Visible for a Client in BrightManager?

Yes, you can change a document from being hidden from the client to being visible. Here’s how you can do this:

Steps to Make a Document Visible to a Client

1. Go to the Client File
   • Navigate to the specific client for which you want to make the document visible.
2. Open the Documents Tab
   • Within the client’s record, select the Documents tab to see all associated documents.
3. Locate the Document
   • Find the document you wish to make visible to the client.
4. Edit the Document
   • Click on the edit pencil icon next to the document. This will open the document settings.
5. Adjust the Visibility
   • In the document settings screen, look at the bottom right section called Visibility.
   • Here you will find a toggle option labelled ‘Allows Client to View & Download’.
6. Enable Client Access
   • Switch this toggle to on. This will make the document visible for the client to see and download via their portal.

Important Note:

• The client must be portal registered in order for you to make any document visible to them. If they are not registered, the visibility toggle will not apply.

For more information about managing documents in BrightManager, please refer to the official documentation here:
Using Documents