Mark a cloud file as a non-shareable file

task australia Updated Sep 10, 2026 1 min read mark-a-cloud-doc-as-confidential.md
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Select one of the already linked files and mark it as a non-sharable file. Once a cloud file is marked as non-sharable, it cannot be linked to another record, or it cannot be referenced by any other record​.

Before you begin

Role required: sn_audit.admin or sn_audit.manager, sn_grc_workspace.user

Procedure

  1. Navigate to All > Audit > Audit Workspace.

  2. Select the tasks icon ([Omitted image "TasksIcon.jpg"] Alt text: Tasks icon).

  3. Select an engagement in the Engagements list.

    The list displays the engagements that are assigned to the logged-in user.

  4. In the Cloud documents related list, select the cloud document.

  5. Select Mark as non-sharable.

    When a cloud file is marked as a non-shareable document, it cannot be linked to other records.

    The cloud document is marked as a non-shareable document. It cannot be shared or referenced by any other records​.

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