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Restricted documents

When a document should exist for a named few and nobody else.

Last updated 1 min readFor team members

Open is the default; restricting is a deliberate act

Documents are readable across the workspace, and that is the default state. Restricting one is a decision somebody makes — never something that happens on its own.

Once a document is restricted, it does not exist for anyone outside its access list: not in the document list, not in search results, and the assistant does not know it is there.

How the access list behaves

  • The list is a set: granting access to someone who has it does not create a second row
  • You can seed it from an engagement's team — but that is a snapshot, and it does not follow the team afterwards
  • Reopening a document does not erase the list; restrict it again and the same list returns
  • A meeting transcript follows that meeting's access list and never takes one of its own

"Does not exist" and "not allowed" are two answers

If a document is hidden from you, the answer is "not found" — saying "not allowed" would itself confirm that such a document exists.

But if you can read the document and simply may not change its access list, the answer says so explicitly. The distinction is deliberate.

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