In development4 min read
Protected documents and uploads
Keep clinical attachments in a restricted document workspace.
This is a product-direction guide. Described features may not be available yet.
Overview
Keep clinical attachments in a restricted document workspace.
Step-by-step
- Open Documents from an authorized fictional client record.
- Choose an eligible protected document category.
- Upload synthetic test files only.
- Verify the attachment can be opened only by an authorized role.
Important checks
- General client portal documents must not expose clinician-only content.
- Protected storage and permissions remain acceptance gates.