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This article provides details on how to use the Unshare Document Automation Step, allowing practices to automatically remove documents shared with clients using either New Collaborate or Legacy Collaborate.
Documents will be removed from the client's folder on either the SharePoint site or OneDrive, and clients will not be able to access the document. In addition, the document will not be displayed on the Client - Collaborate tab.
The Unshare Document step is only available when a Document Automation Process Filter has been selected.
Unshare Document
When adding the Unshare Document step to an Automation, there are no fields required to be populated. All documents matching the selected Automation Process Filter will be unshared.
To adjust the view to unshare specific documents only, refer to Sorting and Filtering Documents Lists and Saving Changes to the View Layout, Modifying and Deleting Views.
After the Automation Process has been run, an update will be displayed in the following locations:
- Automation History - to confirm if the automation process steps were run successfully.
- Practice Activity - displays details on the number of documents updated by status: Processed, Errors, or Pending.
- Document Activity - an entry will be added to show the document was unshared.