Marking a Custom Document as Sensitive
- When creating a custom document from the documents page, select + Add Document
- Complete the necessary information, and check the box next to This is a sensitive document
Sensitive documents can only be viewed by their owners, by Admin-level users, and Auditors
Marking a Previously Created Custom Document as Sensitive
- If you would like to mark a document that has already been added to Vanta as sensitive, from the Documents page, click on the document name
- From the top right-hand panel, select More
- Select Edit Custom Document
- Check This is a sensitive document
- Alternatively, if you would like to unmark a document as sensitive, click the check box to remove the checkmark