Overview

As agencies handle sensitive client information, it is important to control who can access shared documents. Leadli now includes improved document privacy and access controls for files stored in the contact record’s Documents panel. This helps teams follow internal security policies, meet client expectations, and keep workflows secure.

What’s new

You can generate document links with different access options when sharing a file:

– Public link: Anyone with the link can access it
– Private link: Only authorized Leadli users can access it
– One-time code link: Access is verified with a one-time password sent to the contact’s email address
– Password-protected link: Access is secured with a user-defined passcode

Additional controls

– Set expiration dates for shared links
– Allow or restrict downloads
– View document details and access history for visibility and auditing

Note: The default document link behavior is internal/private unless the user changes it during sharing.

What’s next

Leadli is continuing to expand privacy and data controls across the platform. Next improvements include:

– Extending these controls to document attachments shared through notes and custom fields
– Enhanced security for email attachments sent through marketplace apps