You can now make your documents private! Only you and your company administrator will have access to private documents. Please see below for instructions on making a document private to other advisors in your company. 


For full details on how to create Documents in Umapped, see here.


1. From within your document, Umapped Documents Library, select "Make Document Private".



2. If you are creating a new document, select "Create". If you are updating a document, select "Save".




For full details on how to create a Umapped Documents, see here.