Notes Attachments Go Private by Default: Enhanced Document Security!

What changed

Any new document uploaded as an attachment through the 'Notes' section in GoHighLevel will now be private by default. These documents are stored in a dedicated 'Notes attachments' folder under 'Documents'.

When sharing these documents, users now have more control, with options for public, private, OTP-protected, or password-protected links. Existing documents uploaded through notes before this update remain public, but you can still generate and share a private link for them.

Why it matters

This update significantly enhances privacy and access controls for sensitive information, moving towards HIPAA compliance. It gives agencies greater control over how client documents and internal notes are accessed and shared, reducing the risk of accidental exposure.

How to use it

Simply continue uploading documents via the notes section as usual; they will now automatically be private. When you need to share a document, navigate to its location, and select the sharing method that best fits the sensitivity and recipient's access needs. Remember that documents uploaded before this change retain their original public status, so exercise caution or generate a new private link if enhanced security is required for older files.