Important
You must mark your confidential documents before the 25R3 release on December 5, 2025. Failure to do so could result in confidential documents being exposed to all users.
Document confidentiality is a new security feature that makes it easy for you to control security for confidential documents.
In the 25R2 Release (Aug 2025):
- We added a new field Confidential? to all document types and asked you to mark your confidential documents.
Starting in this Release:
If Confidential? is answered Yes, only Doc Control Users, Quality Admins, and Vault Admins will be able to see the document. Other users will only be able to see the document when assigned a task or when manually added as a Viewer to the sharing settings.
If Confidential? is answered No, all users will be able to see steady state documents, even if you had previously updated the document sharing settings.
To learn how to mark a document confidential, follow this work instruction.
Note
Between now and the 25R3 release on December 5, 2025, marking a document as confidential does not change any security settings. To prevent a user from seeing a confidential document prior to the release, manually remove them from sharing settings.