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Sharing with the practice

On a file you own, open the actions menu and choose **Share with practice**. Shared files are visible to everyone in your practice.

Use **Make personal** when only you should see the file again.

What sharing means

  • Colleagues in the same practice can see shared files for that property context.
  • Sharing is an explicit action. Files stay personal until you share them.
  • If you are still solo, the Shared list may be empty until colleagues join. That is expected.

Match sharing to your own client confidentiality rules. If a file should stay between you and the client, keep it personal.

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