Before you start
Record viewing, editing, attachment access and secret reveal each retain their own permission checks.
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Open Records and select documents, contacts, accounts or codes. Search the permitted metadata and open the relevant record.
Find the permitted record Record3Supporting file2SearchSupporting fileproperty-agreement.pdfLinkedContactSofiaLinkedAccessPermission requiredLinkedAccess follows your role and property scope.- Search
- Garden building
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With edit permission, update the record, attach its supporting files and link related tasks or email where appropriate.
Attach and link useful evidence Record3Supporting file2SearchSupporting fileproperty-agreement.pdfLinkedContactSofiaLinkedAccessPermission requiredLinkedAccess follows your role and property scope.- Linked task
- Review agreement
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Inspect the saved links and attachments from their permitted views. Use separate reveal controls for secrets rather than copying them into general notes. The record retains its saved metadata, files and links; search exposes permitted metadata while protected secrets keep their reveal controls.
Keep secrets behind reveal controls property-agreement.pdfTasks & trackingAAirbnb••••••••ProtectedEEPM••••••••Protected- Record metadata
- Visible with access
Check the result
The record retains its saved metadata, files and links; search exposes permitted metadata while protected secrets keep their reveal controls.
Limits and prerequisites
Storing a file does not make it a processed expense or a verified identity. Vault secrets have separate access.