In this article, you will learn how to limit the sort of information your clients can see when viewing estimates, invoices, and work orders through the Workiz client portal.
How to add limits to document templates
From the navigation bar, select Settings > Settings
Select the document you want to limit visibility for
Select Email options
Under What can my clients see? uncheck the items you want to hide from your clients
Your changes will be applied to all of the future documents you send to your clients.
You can also make changes to documents on an individual basis.
How to add limits to individual documents
Open the estimate, invoice, or work order you want to send
Under Clients can see, uncheck all of the items you want to hide from your clients
These changes will only apply to the document you are sending at the time, not the document template itself.
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