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Hide Documents in FinanceVault

  • Updated

This feature lets the broker team manage document request visibility on the client portal. You can remove client access to approved documents to prevent accidental changes and preserve document integrity.

Last updated: February 2026 · FinanceVault

In This Article

  1. Changing document visibility

Prerequisites

Know how to send a document request.

Video Walkthrough

 

 

Step 1 — Changing document visibility

  1. Open the client portal and locate an approved document request.
  2. Click the file name. A side panel displays.

  3. On the side panel, click the request template name. A popup displays

Note: You can use this feature to hide documents with any status. Hiding Approved documents is the most practical use case. 

In the popup, go to the Shared With field and click the X icon. BrokerEngine removes the client's. Click Save Changes.

Admin view

In the Document Request pane, BrokerEngine adds an eyes closed icon to the file. This icon indicates the file is visible on the admin side and not visible on the client side.

Client side

BrokerEngine hides the document request.

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